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Basecamp Wealth Advisors LLC: UBS position timeline

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

Basecamp Wealth Advisors LLC held 16,333 UBS 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 16,333 shares
    Change vs previous 13F -19 shares

    0.15% of the 13F portfolio, value $809,463.

    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 16,352 shares
    Change vs previous 13F -1 shares

    0.13% of the 13F portfolio, value $638,873.

    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 16,353 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $757,307.

    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).