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Basecamp Wealth Advisors LLC: IWV position timeline

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

Basecamp Wealth Advisors LLC held 12,875 IWV 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 12,875 shares
    Change vs previous 13F -19 shares

    1.02% of the 13F portfolio, value $5,489,900.

    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 12,894 shares
    Change vs previous 13F +26 shares

    0.99% of the 13F portfolio, value $4,779,548.

    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 12,868 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $4,977,986.

    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).