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Basepoint Wealth LLC: WTBA position timeline

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

Basepoint Wealth LLC held 35,164 WTBA 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 35,164 shares
    Change vs previous 13F -121 shares

    0.53% of the 13F portfolio, value $932,906.

    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 35,285 shares
    Change vs previous 13F -633 shares

    0.48% of the 13F portfolio, value $839,432.

    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 35,918 shares
    Change vs previous 13F +421 shares

    0.48% of the 13F portfolio, value $797,038.

    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 35,497 shares
    Change vs previous 13F +467 shares

    0.51% of the 13F portfolio, value $721,291.

    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 35,030 shares
    Change vs previous 13F +429 shares

    0.53% of the 13F portfolio, value $687,645.

    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 34,601 shares
    Change vs previous 13F +385 shares

    0.54% of the 13F portfolio, value $689,940.

    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 34,216 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $740,776.

    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 34,216 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $650,446.

    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).