Position in CSV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,188
+$47 QoQ
Shares Held
31
+24.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#150
of 157 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSV Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Basecamp Wealth Advisors LLC holds $284,469 across 6 Personal Services names. CSV ranks #6 (0.4% of the industry book) .
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,188 | 31 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,141 | 25 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $1,861 | 44 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||