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Disclosery

Basepoint Wealth LLC: BRK-B position timeline

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

Basepoint Wealth LLC held 9,781 BRK-B 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 9,781 shares
    Change vs previous 13F -339 shares

    2.8% of the 13F portfolio, value $4,894,315.

    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 10,120 shares
    Change vs previous 13F -100 shares

    2.77% of the 13F portfolio, value $4,849,504.

    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 10,220 shares
    Change vs previous 13F -105 shares

    3.12% of the 13F portfolio, value $5,137,083.

    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 10,325 shares
    Change vs previous 13F -158 shares

    3.68% of the 13F portfolio, value $5,190,791.

    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 10,483 shares
    Change vs previous 13F -321 shares

    3.93% of the 13F portfolio, value $5,092,084.

    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 10,804 shares
    Change vs previous 13F -391 shares

    4.5% of the 13F portfolio, value $5,753,728.

    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 11,195 shares
    Change vs previous 13F -279 shares

    4.04% of the 13F portfolio, value $5,074,243.

    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 11,474 shares
    Change vs previous 13F not available

    3.89% of the 13F portfolio, value $5,281,024.

    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).