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Basepoint Wealth LLC

CIK
2088236
City
CEDAR RAPIDS
State / Country
IA

Top Portfolio Positions

498 positions · $135,393,680 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

18 quarters · across all stocks

Holdings in WTBA

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Shares Held

Position Value (USD)

15 quarters on record
Report Date Value (USD) Shares
2026-03-31 $839,430 35,285
2025-12-31 $797,020 35,918
2025-09-30 $721,299 35,497
2025-06-30 $687,638 35,030
2025-03-31 $689,943 34,601
2024-12-31 $740,776 34,216
2024-09-30 $650,446 34,216
2024-06-30 $612,466 34,216
2024-03-31 $610,071 34,216
2023-12-31 $725,379 34,216
2023-09-30 $558,062 34,216
2023-06-30 $663,625 36,047
2023-03-31 $648,785 35,511
2022-12-31 $896,907 35,104
2022-09-30 $344,134 16,537