Base Wealth Management LLC
Position in AIT — Applied Industrial Technologies Inc
CIK 2083977
LAKEWOOD RANCH, FL
Position in AIT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,109,132
+$414,790 QoQ
Shares Held
3,280
+25.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
3.16%
of 13F equity value
Holder Rank
#314
of 614 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AIT Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Base Wealth Management LLC holds $1,109,132 across 1 Industrial Distribution name. AIT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIT |
Applied Industrial Technologies Inc
This page
|
3,280 | $1,109,132 |
All Filings in AIT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,109,132 | 3,280 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $694,342 | 2,617 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $696,360 | 2,712 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $666,460 | 2,553 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $575,778 | 2,477 | Shares | Sole | 2025-09-19 | |
| 2025-03-31 | $557,040 | 2,472 | Shares | Sole | 2025-09-19 | |
| No filing history on record for this holder in this stock. | ||||||