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Livermore
Livermore
ZHEN

Basepoint Wealth LLC

SEC CIK
0002088236
Latest filing
Aug 10, 2026

AMP holding history

Ameriprise Financial 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.

AMP overviewAll 13F holders of AMPFull Q2 2026 holdings

Shares (Q2 2026)
2,188
Value
$1.00M
% of portfolio
0.6%
Quarters held
19
Since Q4 2021
Holdings of AMP by Basepoint Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,188$1.00M0.6%+8+0.4%AddedHolders
Q1 20262,180$969.0K0.6%+7+0.3%AddedHolders
Q4 20252,173$1.07M0.6%−74−3.3%ReducedHolders
Q3 20252,247$1.10M0.8%+7+0.3%AddedHolders
Q2 20252,240$1.20M0.9%+167+8.1%AddedHolders
Q1 20252,073$1.00M0.8%+5+0.2%AddedHolders
Q4 20242,068$1.10M0.9%+10.0%AddedHolders
Q3 20242,067$971.1K0.7%+216+11.7%AddedHolders
Q2 20241,851$790.9K0.6%+5+0.3%AddedHolders
Q1 20241,846$809.3K0.6%+310+20.2%AddedHolders
Q4 20231,536$583.4K0.5%+16+1.1%AddedHolders
Q3 20231,520$501.1K0.4%+6+0.4%AddedHolders
Q2 20231,514$502.8K0.4%+7+0.5%AddedHolders
Q1 20231,507$461.9K0.4%+161+12.0%AddedHolders
Q4 20221,346$419.1K0.4%+5+0.4%AddedHolders
Q3 20221,341$337.8K0.4%+6+0.4%AddedHolders
Q2 20221,335$317.3K0.3%+6+0.5%AddedHolders
Q1 20221,329$399.1K0.4%+158+13.5%AddedHolders
Q4 20211,171$353.2K0.3%–No prior filingHolders