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Basepoint Wealth LLC

CIK
2088236
City
CEDAR RAPIDS
State / Country
IA

Top Portfolio Positions

497 positions · $135,319,369 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

18 quarters · across all stocks

Holdings in STEW

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Shares Held

Position Value (USD)

6 quarters on record
Report Date Value (USD) Shares
2026-03-31 $179,173 10,478
2025-12-31 $244,635 13,195
2025-09-30 $237,514 13,079
2025-06-30 $229,221 12,965
2025-03-31 $221,645 12,849
2024-12-31 $203,934 12,730