Skip to content
Disclosery

Basepoint Wealth LLC: AGG position timeline

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

Basepoint Wealth LLC held 690 AGG 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 690 shares
    Change vs previous 13F +77 shares

    0.04% of the 13F portfolio, value $68,338.

    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 613 shares
    Change vs previous 13F +4 shares

    0.03% of the 13F portfolio, value $60,872.

    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 609 shares
    Change vs previous 13F -2,511 shares

    0.04% of the 13F portfolio, value $60,855.

    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 3,120 shares
    Change vs previous 13F +29 shares

    0.22% of the 13F portfolio, value $312,764.

    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 3,091 shares
    Change vs previous 13F +32 shares

    0.24% of the 13F portfolio, value $306,656.

    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 3,059 shares
    Change vs previous 13F +19 shares

    0.24% of the 13F portfolio, value $302,601.

    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 3,040 shares
    Change vs previous 13F +33 shares

    0.23% of the 13F portfolio, value $294,541.

    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 3,007 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $304,520.

    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).