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Basepoint Wealth LLC: AAPL position timeline

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

Basepoint Wealth LLC held 12,664 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,664 shares
    Change vs previous 13F +186 shares

    2.1% of the 13F portfolio, value $3,664,407.

    13F-HR 0002088236-26-000003 filed by Basepoint Wealth 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 12,478 shares
    Change vs previous 13F -123 shares

    1.81% of the 13F portfolio, value $3,166,688.

    13F-HR 0002088236-26-000002 filed by Basepoint Wealth 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 12,601 shares
    Change vs previous 13F -222 shares

    2.08% of the 13F portfolio, value $3,425,836.

    13F-HR 0002088236-26-000001 filed by Basepoint Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 12,823 shares
    Change vs previous 13F +611 shares

    2.31% of the 13F portfolio, value $3,265,041.

    13F-HR 0002088236-25-000016 filed by Basepoint Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 12,212 shares
    Change vs previous 13F -455 shares

    1.94% of the 13F portfolio, value $2,505,638.

    13F-HR 0002088236-25-000015 filed by Basepoint Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 12,667 shares
    Change vs previous 13F +81 shares

    2.2% of the 13F portfolio, value $2,813,643.

    13F-HR 0002088236-25-000014 filed by Basepoint Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 12,586 shares
    Change vs previous 13F -398 shares

    2.51% of the 13F portfolio, value $3,151,739.

    13F-HR 0002088236-25-000013 filed by Basepoint Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 12,984 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $3,025,323.

    13F-HR 0002088236-25-000012 filed by Basepoint Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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