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Disclosery

Basepoint Wealth LLC: CWI position timeline

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

Basepoint Wealth LLC held 2,535 CWI 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 2,535 shares
    Change vs previous 13F +30 shares

    0.06% of the 13F portfolio, value $103,084.

    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 2,505 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $91,671.

    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 2,505 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $89,992.

    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).