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Disclosery

Basepoint Wealth LLC: PHYS position timeline

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

Basepoint Wealth LLC held 730,965 PHYS 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 730,965 shares
    Change vs previous 13F -57,352 shares

    12.62% of the 13F portfolio, value $22,053,214.

    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 788,317 shares
    Change vs previous 13F -213,486 shares

    15.98% of the 13F portfolio, value $27,937,954.

    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 1,001,803 shares
    Change vs previous 13F -58,434 shares

    20.1% of the 13F portfolio, value $33,079,537.

    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 1,060,237 shares
    Change vs previous 13F -38,305 shares

    22.25% of the 13F portfolio, value $31,404,233.

    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 1,098,542 shares
    Change vs previous 13F -58,352 shares

    21.52% of the 13F portfolio, value $27,848,051.

    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 1,156,894 shares
    Change vs previous 13F -17,037 shares

    21.77% of the 13F portfolio, value $27,834,880.

    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 1,173,931 shares
    Change vs previous 13F -32,011 shares

    18.84% of the 13F portfolio, value $23,642,969.

    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 1,205,942 shares
    Change vs previous 13F not available

    18.12% of the 13F portfolio, value $24,577,108.

    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).