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Equibles

Basepoint Wealth LLC

Position in SBI — Western Asset Intermediate Muni Fund Inc.

CIK 2088236 CEDAR RAPIDS, IA
Back to SBI Full portfolio

Position in SBI

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$163,955
-$51,730 QoQ
Shares Held
20,833
-25.8% QoQ
Ownership
0.148%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#42
of 59 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SBI Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Basepoint Wealth LLC holds $46,909,614 across 32 Asset Management names. SBI ranks #9 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PHYS
Sprott Physical Gold Trust
 730,965 $22,053,214
2 PSLV
Sprott Physical Silver Trust
 865,438 $16,330,815
3 PEO
Adams Natural Resources Fund, Inc.
 162,138 $4,008,051
4 TROW
Price T Rowe Group Inc
 10,385 $1,180,670
5 PFG
Principal Financial Group Inc
 9,623 $1,037,166
6 AMP
Ameriprise Financial Inc
 2,188 $1,003,766
7 DTF
Dtf Tax-Free Income 2028 Term Fund Inc
 19,472 $224,901
8 STEW
SRH Total Return Fund, Inc.
 10,587 $189,507

All Filings in SBI

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $163,955 20,833
2026-03-31 $215,685 28,084
2025-12-31 $212,229 27,634
2025-09-30 $225,759 28,541
2025-06-30 $220,997 29,388
2025-03-31 $229,327 29,401
2024-12-31 $255,249 32,978
2024-09-30 $298,176 36,363
2024-06-30 $282,826 35,983
2024-03-31 $302,480 38,192
2023-12-31 $292,476 37,984
2023-09-30 $237,382 33,154
2023-06-30 $250,888 32,925
2023-03-31 $263,814 33,352
2022-12-31 $252,041 33,207
2022-09-30 $255,500 34,762
2022-06-30 $297,123 36,864
2022-03-31 $294,800 34,319
2021-12-31 $318,920 33,083