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Basepoint Wealth LLC

SEC CIK
0002088236
Latest filing
Aug 10, 2026

EXC holding history

Exelon Corp 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.

EXC overviewAll 13F holders of EXCFull Q2 2026 holdings

Shares (Q2 2026)
304
Value
$14.2K
% of portfolio
<0.1%
Quarters held
7
Since Q1 2023
Holdings of EXC by Basepoint Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026304$14.2K<0.1%−98−24.4%ReducedHolders
Q1 2026402$19.7K<0.1%−3−0.7%ReducedHolders
Q4 2025405$17.7K<0.1%+405NewHolders
Q1 20240$00.0%−5,909−100.0%Sold outHolders
Q4 20235,909$212.1K0.2%−2,702−31.4%ReducedHolders
Q3 20238,611$325.4K0.3%−72−0.8%ReducedHolders
Q2 20238,683$353.8K0.3%+1,697+24.3%AddedHolders
Q1 20236,986$292.6K0.2%+6,986NewHolders