Position in TW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,921
-$2,728 QoQ
Shares Held
230
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#481
of 560 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Basecamp Wealth Advisors LLC holds $3,590,692 across 21 Capital Markets names. TW ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,728 | $1,747,647 | |
| 2 | MS |
Morgan Stanley
|
3,928 | $821,109 | |
| 3 | SCHW |
Schwab Charles Corp
|
6,327 | $583,792 | |
| 4 | NMR |
Nomura Holdings Inc
|
11,975 | $105,140 | |
| 5 | SNEX |
StoneX Group Inc.
|
768 | $60,672 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
1,772 | $48,517 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
878 | $43,882 | |
| 8 | EVR |
Evercore Inc.
|
105 | $35,851 |
All Filings in TW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,921 | 230 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $25,649 | 218 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $25,271 | 235 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||