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Basecamp Wealth Advisors LLC: CFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Basecamp Wealth Advisors LLC on CFG, newest first. How the timeline and the estimate are built.

Basecamp Wealth Advisors LLC held 1,440 CFG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,440 shares
    Change vs previous 13F +71 shares

    0.02% of the 13F portfolio, value $100,901.

    13F-HR 0001986152-26-000159 filed by Basecamp Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,369 shares
    Change vs previous 13F +93 shares

    0.02% of the 13F portfolio, value $82,099.

    13F-HR 0001986152-26-000092 filed by Basecamp Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,276 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $74,531.

    13F-HR 0001986152-26-000093 filed by Basecamp Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).