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Basepoint Wealth LLC

SEC CIK
0002088236
Latest filing
Aug 10, 2026

DTF holding history

DTF Tax-Free Income 2028 Term Fund 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.

DTF overviewAll 13F holders of DTFFull Q2 2026 holdings

Shares (Q2 2026)
19,472
Value
$224.9K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of DTF by Basepoint Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,472$224.9K0.1%−334−1.7%ReducedHolders
Q1 202619,806$226.8K0.1%+168+0.9%AddedHolders
Q4 202519,638$224.3K0.1%+167+0.9%AddedHolders
Q3 202519,471$222.6K0.2%+167+0.9%AddedHolders
Q2 202519,304$216.0K0.2%+167+0.9%AddedHolders
Q1 202519,137$214.5K0.2%+164+0.9%AddedHolders
Q4 202418,973$212.8K0.2%+77+0.4%AddedHolders
Q3 202418,896$213.0K0.2%+101+0.5%AddedHolders
Q2 202418,795$206.0K0.2%+107+0.6%AddedHolders
Q1 202418,688$200.9K0.2%+107+0.6%AddedHolders
Q4 202318,581$199.7K0.2%+587+3.3%AddedHolders
Q3 202317,994$192.0K0.2%−546−2.9%ReducedHolders
Q2 202318,540$199.7K0.2%−967−5.0%ReducedHolders
Q1 202319,507$216.1K0.2%+112+0.6%AddedHolders
Q4 202219,395$211.6K0.2%+112+0.6%AddedHolders
Q3 202219,283$214.0K0.2%+102+0.5%AddedHolders
Q2 202219,181$227.1K0.2%+100+0.5%AddedHolders
Q1 202219,081$247.9K0.2%+231+1.2%AddedHolders
Q4 202118,850$269.4K0.3%–No prior filingHolders