Position in CI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$151,899
-$16,420 QoQ
Shares Held
551
-12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,381
of 1,682 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Basepoint Wealth LLC holds $1,138,195 across 5 Healthcare Plans names. CI ranks #4 (13.3% of the industry book) .
All Filings in CI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,899 | 551 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $168,319 | 631 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $172,844 | 628 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $221,488 | 670 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $278,663 | 847 | Shares | Sole | 2025-10-16 | |
| 2024-12-31 | $257,362 | 932 | Shares | Sole | 2025-10-16 | |
| 2024-09-30 | $426,121 | 1,230 | Shares | Sole | 2025-10-16 | |
| 2024-06-30 | $465,773 | 1,409 | Shares | Sole | 2025-10-16 | |
| 2024-03-31 | $766,694 | 2,111 | Shares | Sole | 2025-10-16 | |
| 2023-12-31 | $851,336 | 2,843 | Shares | Sole | 2025-10-16 | |
| 2023-09-30 | $1,071,046 | 3,744 | Shares | Sole | 2025-10-16 | |
| 2023-06-30 | $1,045,796 | 3,727 | Shares | Sole | 2025-10-15 | |
| 2023-03-31 | $947,505 | 3,708 | Shares | Sole | 2025-10-10 | |
| 2022-12-31 | $1,249,814 | 3,772 | Shares | Sole | 2025-10-09 | |
| 2022-09-30 | $1,107,382 | 3,991 | Shares | Sole | 2025-10-09 | |
| 2022-06-30 | $1,090,445 | 4,138 | Shares | Sole | 2025-10-09 | |
| 2022-03-31 | $1,079,443 | 4,505 | Shares | Sole | 2025-10-09 | |
| 2021-12-31 | $998,201 | 4,347 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||