Basepoint Wealth LLC

SEC CIK: 0002088236
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

HRB holding history

H&R Block 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.

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

Shares (Q2 2026): 211
Value: $8.02K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of HRB by Basepoint Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	211	$8.02K	<0.1%	+3+1.4%	Added	Holders
Q1 2026	208	$6.60K	<0.1%	+3+1.5%	Added	Holders
Q4 2025	205	$8.97K	<0.1%	+205	New	Holders