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Disclosery

Basepoint Wealth LLC: PFO position timeline

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

Basepoint Wealth LLC held 6,387 PFO 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 6,387 shares
    Change vs previous 13F -3,550 shares

    0.03% of the 13F portfolio, value $59,013.

    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 9,937 shares
    Change vs previous 13F -2,913 shares

    0.05% of the 13F portfolio, value $89,828.

    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 12,850 shares
    Change vs previous 13F -4,774 shares

    0.07% of the 13F portfolio, value $121,432.

    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 17,624 shares
    Change vs previous 13F -2,730 shares

    0.12% of the 13F portfolio, value $171,831.

    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 20,354 shares
    Change vs previous 13F +286 shares

    0.15% of the 13F portfolio, value $188,272.

    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 20,068 shares
    Change vs previous 13F -6,825 shares

    0.14% of the 13F portfolio, value $185,024.

    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 26,893 shares
    Change vs previous 13F -1,347 shares

    0.19% of the 13F portfolio, value $242,304.

    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 28,240 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $265,736.

    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).