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Disclosery

Basepoint Wealth LLC: PEP position timeline

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

Basepoint Wealth LLC held 12,019 PEP 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 12,019 shares
    Change vs previous 13F -288 shares

    0.93% of the 13F portfolio, value $1,627,312.

    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 12,307 shares
    Change vs previous 13F +175 shares

    1.09% of the 13F portfolio, value $1,911,158.

    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 12,132 shares
    Change vs previous 13F -32 shares

    1.06% of the 13F portfolio, value $1,741,202.

    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 12,164 shares
    Change vs previous 13F +115 shares

    1.21% of the 13F portfolio, value $1,708,362.

    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 12,049 shares
    Change vs previous 13F +69 shares

    1.23% of the 13F portfolio, value $1,590,962.

    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 11,980 shares
    Change vs previous 13F -5,443 shares

    1.4% of the 13F portfolio, value $1,796,255.

    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 17,423 shares
    Change vs previous 13F -4 shares

    2.11% of the 13F portfolio, value $2,649,390.

    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 17,427 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $2,963,477.

    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).