Basepoint Wealth LLC
- SEC CIK
- 0002088236
- Latest filing
- Aug 10, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Oct 16, 2025. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 102
- +2 vs. Q3 2023
- Portfolio value
- $124.5M
- +$1.89M (+1.5%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VFLabrdn National Municipal Income Fund | CEF | 10,877 | $111.1K | 0.1% | +586+5.7% | Added | History |
| DNPDNP Select Income Fund Inc | COM | 11,621 | $98.5K | 0.1% | +223+2.0% | Added | History |
Sold out since Q3 2023 (1)
Positions held at the end of Q3 2023 that are gone from this filing.