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Basepoint Wealth LLC

SEC CIK
0002088236
Latest filing
Aug 10, 2026

AAPL holding history

Apple Inc. in every 13F filed by Basepoint Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
12,664
Value
$3.66M
% of portfolio
2.1%
Quarters held
19
Since Q4 2021
Holdings of AAPL by Basepoint Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,664$3.66M2.1%+186+1.5%AddedHolders
Q1 202612,478$3.17M1.8%−123−1.0%ReducedHolders
Q4 202512,601$3.43M2.1%−222−1.7%ReducedHolders
Q3 202512,823$3.27M2.3%+611+5.0%AddedHolders
Q2 202512,212$2.51M1.9%−455−3.6%ReducedHolders
Q1 202512,667$2.81M2.2%+81+0.6%AddedHolders
Q4 202412,586$3.15M2.5%−398−3.1%ReducedHolders
Q3 202412,984$3.03M2.2%+354+2.8%AddedHolders
Q2 202412,630$2.66M2.1%−604−4.6%ReducedHolders
Q1 202413,234$2.27M1.7%+1,757+15.3%AddedHolders
Q4 202311,477$2.21M1.8%+280+2.5%AddedHolders
Q3 202311,197$1.92M1.6%−348−3.0%ReducedHolders
Q2 202311,545$2.24M1.9%−399−3.3%ReducedHolders
Q1 202311,944$1.97M1.6%+19+0.2%AddedHolders
Q4 202211,925$1.55M1.4%−333−2.7%ReducedHolders
Q3 202212,258$1.69M1.8%−238−1.9%ReducedHolders
Q2 202212,496$1.71M1.8%−785−5.9%ReducedHolders
Q1 202213,281$2.32M2.1%−254−1.9%ReducedHolders
Q4 202113,535$2.40M2.4%–No prior filingHolders