Basepoint Wealth LLC
CIK
0002088236
City
CEDAR RAPIDS
State / Country
IA
Holdings in DTF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $224,265 | 19,638 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $222,553 | 19,471 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $216,011 | 19,304 | Shares | Sole | 2025-10-16 |
| 2025-03-31 | $214,525 | 19,137 | Shares | Sole | 2025-10-16 |
| 2024-12-31 | $212,877 | 18,973 | Shares | Sole | 2025-10-16 |
| 2024-09-30 | $212,957 | 18,896 | Shares | Sole | 2025-10-16 |
| 2024-06-30 | $205,993 | 18,795 | Shares | Sole | 2025-10-16 |
| 2024-03-31 | $200,896 | 18,688 | Shares | Sole | 2025-10-16 |
| 2023-12-31 | $199,745 | 18,581 | Shares | Sole | 2025-10-16 |
| 2023-09-30 | $191,995 | 17,994 | Shares | Sole | 2025-10-16 |
| 2023-06-30 | $199,675 | 18,540 | Shares | Sole | 2025-10-15 |
| 2023-03-31 | $216,137 | 19,507 | Shares | Sole | 2025-10-10 |
| 2022-12-31 | $211,599 | 19,395 | Shares | Sole | 2025-10-09 |
| 2022-09-30 | $214,041 | 19,283 | Shares | Sole | 2025-10-09 |
| 2022-06-30 | $227,103 | 19,181 | Shares | Sole | 2025-10-09 |
| 2022-03-31 | $247,862 | 19,081 | Shares | Sole | 2025-10-09 |
| 2021-12-31 | $269,366 | 18,850 | Shares | Sole | 2025-10-09 |