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Basepoint Wealth LLC

SEC CIK
0002088236
Latest filing
Aug 10, 2026

AMG holding history

Affiliated Managers Group, 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.

AMG overviewAll 13F holders of AMGFull Q2 2026 holdings

Shares (Q2 2026)
347
Value
$117.4K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of AMG by Basepoint Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026347$117.4K0.1%00.0%UnchangedHolders
Q1 2026347$96.0K0.1%00.0%UnchangedHolders
Q4 2025347$100.0K0.1%+347NewHolders