Skip to main content

Basepoint Wealth LLC

SEC CIK
0002088236
Latest filing
Aug 10, 2026

HLI holding history

Houlihan Lokey, 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.

HLI overviewAll 13F holders of HLIFull Q2 2026 holdings

Shares (Q2 2026)
52
Value
$6.97K
% of portfolio
<0.1%
Quarters held
3
Since Q4 2025
Holdings of HLI by Basepoint Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202652$6.97K<0.1%00.0%UnchangedHolders
Q1 202652$7.42K<0.1%+1+2.0%AddedHolders
Q4 202551$8.96K<0.1%+51NewHolders