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Disclosery

Basepoint Wealth LLC: PEO position timeline

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

Basepoint Wealth LLC held 162,138 PEO 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 162,138 shares
    Change vs previous 13F -3,860 shares

    2.29% of the 13F portfolio, value $4,008,064.

    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 165,998 shares
    Change vs previous 13F -959 shares

    2.64% of the 13F portfolio, value $4,614,745.

    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 166,957 shares
    Change vs previous 13F -1,923 shares

    2.21% of the 13F portfolio, value $3,629,652.

    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 168,880 shares
    Change vs previous 13F -6,460 shares

    2.57% of the 13F portfolio, value $3,634,305.

    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 175,340 shares
    Change vs previous 13F -13,331 shares

    2.89% of the 13F portfolio, value $3,747,012.

    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 188,671 shares
    Change vs previous 13F -11,813 shares

    3.37% of the 13F portfolio, value $4,303,582.

    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 200,484 shares
    Change vs previous 13F -14,348 shares

    3.47% of the 13F portfolio, value $4,358,526.

    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 214,832 shares
    Change vs previous 13F not available

    3.68% of the 13F portfolio, value $4,988,405.

    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).