Position in LU
as of Mar 31, 2026
· filed Jun 24, 2026
Position Value
$2,862
-$1,057 QoQ
Shares Held
1,531
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Basecamp Wealth Advisors LLC holds $5,223,184 across 23 Credit Services names. LU ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
7,059 | $2,133,512 | |
| 2 | MA |
Mastercard Inc
|
2,739 | $1,368,568 | |
| 3 | AXP |
American Express Co
|
3,367 | $1,018,450 | |
| 4 | COF |
Capital One Financial Corp
|
1,830 | $333,846 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
1,726 | $78,066 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
3,348 | $53,166 | |
| 7 | SYF |
Synchrony Financial
|
739 | $50,266 | |
| 8 | ALLY |
Ally Financial Inc.
|
934 | $36,640 |
All Filings in LU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,862 | 1,531 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $3,919 | 1,531 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||