Basepoint Wealth LLC

SEC CIK: 0002088236
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

BR holding history

Broadridge Financial Solutions, 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.

BR overview All 13F holders of BR Full Q2 2026 holdings

Shares (Q2 2026): 8
Value: $1.12K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of BR by Basepoint Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	8	$1.12K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	8	$1.33K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	8	$1.81K	<0.1%	+8	New	Holders