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Disclosery

Basepoint Wealth LLC: STEW position timeline

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

Basepoint Wealth LLC held 10,587 STEW 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 10,587 shares
    Change vs previous 13F +109 shares

    0.11% of the 13F portfolio, value $189,510.

    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 10,478 shares
    Change vs previous 13F -2,717 shares

    0.1% of the 13F portfolio, value $179,177.

    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 13,195 shares
    Change vs previous 13F +116 shares

    0.15% of the 13F portfolio, value $244,643.

    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 13,079 shares
    Change vs previous 13F +114 shares

    0.17% of the 13F portfolio, value $237,518.

    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 12,965 shares
    Change vs previous 13F +116 shares

    0.18% of the 13F portfolio, value $229,228.

    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 12,849 shares
    Change vs previous 13F +119 shares

    0.17% of the 13F portfolio, value $221,647.

    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 12,730 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $203,942.

    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).