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Disclosery

Basepoint Wealth LLC: SPHQ position timeline

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

Basepoint Wealth LLC held 17,603 SPHQ 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 17,603 shares
    Change vs previous 13F -1,281 shares

    0.91% of the 13F portfolio, value $1,586,063.

    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 18,884 shares
    Change vs previous 13F +38 shares

    0.81% of the 13F portfolio, value $1,419,866.

    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 18,846 shares
    Change vs previous 13F +28 shares

    0.86% of the 13F portfolio, value $1,414,451.

    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 18,818 shares
    Change vs previous 13F -1,511 shares

    0.98% of the 13F portfolio, value $1,379,145.

    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 20,329 shares
    Change vs previous 13F +23 shares

    1.12% of the 13F portfolio, value $1,448,655.

    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 20,306 shares
    Change vs previous 13F +30 shares

    1.05% of the 13F portfolio, value $1,347,073.

    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 20,276 shares
    Change vs previous 13F +27 shares

    1.08% of the 13F portfolio, value $1,359,117.

    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 20,249 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,362,150.

    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).