Basepoint Wealth LLC
All 13F Filings
- Location
- Cedar Rapids, IA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 174,788
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 632 | 174,788 | 13F-HR | Basepoint Wealth LLC |
| Q1 2026 | 5/7/2026 | 643 | 174,795 | 13F-HR | Basepoint Wealth LLC |
| Q4 2025 | 2/10/2026 | 601 | 164,607 | 13F-HR | Basepoint Wealth LLC |
| Q3 2025 | 11/13/2025 | 104 | 141,161 | 13F-HR | Basepoint Wealth LLC |
| Q2 2025 | 10/16/2025 | 104 | 129,435 | 13F-HR | Basepoint Wealth LLC |
| Q1 2025 | 10/16/2025 | 103 | 127,853 | 13F-HR | Basepoint Wealth LLC |
| Q4 2024 | 10/16/2025 | 107 | 125,463 | 13F-HR | Basepoint Wealth LLC |
| Q3 2024 | 10/16/2025 | 111 | 135,649 | 13F-HR | Basepoint Wealth LLC |
| Q2 2024 | 10/16/2025 | 111 | 126,709 | 13F-HR | Basepoint Wealth LLC |
| Q1 2024 | 10/16/2025 | 115 | 132,909 | 13F-HR | Basepoint Wealth LLC |
| Q4 2023 | 10/16/2025 | 102 | 124,495 | 13F-HR | Basepoint Wealth LLC |
| Q3 2023 | 10/16/2025 | 100 | 122,604 | 13F-HR | Basepoint Wealth LLC |
| Q2 2023 | 10/15/2025 | 95 | 120,996 | 13F-HR | Basepoint Wealth LLC |
| Q1 2023 | 10/10/2025 | 93 | 119,859 | 13F-HR | Basepoint Wealth LLC |
| Q4 2022 | 10/9/2025 | 91 | 113,009 | 13F-HR | Basepoint Wealth LLC |
| Q3 2022 | 10/9/2025 | 84 | 93,711 | 13F-HR | Basepoint Wealth LLC |
| Q2 2022 | 10/9/2025 | 82 | 95,783 | 13F-HR | Basepoint Wealth LLC |
| Q1 2022 | 10/9/2025 | 81 | 108,436 | 13F-HR | Basepoint Wealth LLC |
| Q4 2021 | 10/9/2025 | 76 | 102,038 | 13F-HR | Basepoint Wealth LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 129.3 K | 74.0% | 0 | 7.028 K | -7.028 K |
| ETFs | 45.46 K | 26.0% | 7.019 K | 0 | 7.019 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
174,788
Holdings
632
QoQ value change ($000)
-7
(-0.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.