Skip to main content
Livermore
Livermore
ZHEN

Basepoint Wealth LLC

SEC CIK
0002088236
Latest filing
Aug 10, 2026

PFG holding history

Principal Financial Group 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.

PFG overviewAll 13F holders of PFGFull Q2 2026 holdings

Shares (Q2 2026)
9,623
Value
$1.04M
% of portfolio
0.6%
Quarters held
19
Since Q4 2021
Holdings of PFG by Basepoint Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,623$1.04M0.6%+20+0.2%AddedHolders
Q1 20269,603$865.3K0.5%+26+0.3%AddedHolders
Q4 20259,577$844.8K0.5%+61+0.6%AddedHolders
Q3 20259,516$789.0K0.6%+66+0.7%AddedHolders
Q2 20259,450$750.6K0.6%−87−0.9%ReducedHolders
Q1 20259,537$804.7K0.6%+61+0.6%AddedHolders
Q4 20249,476$733.6K0.6%+63+0.7%AddedHolders
Q3 20249,413$808.5K0.6%−96−1.0%ReducedHolders
Q2 20249,509$746.0K0.6%−29−0.3%ReducedHolders
Q1 20249,538$823.2K0.6%−83−0.9%ReducedHolders
Q4 20239,621$756.9K0.6%+346+3.7%AddedHolders
Q3 20239,275$668.5K0.5%+565+6.5%AddedHolders
Q2 20238,710$660.5K0.5%+203+2.4%AddedHolders
Q1 20238,507$632.2K0.5%+103+1.2%AddedHolders
Q4 20228,404$705.2K0.6%+30.0%AddedHolders
Q3 20228,401$606.2K0.6%+118+1.4%AddedHolders
Q2 20228,283$553.3K0.6%+67+0.8%AddedHolders
Q1 20228,216$603.1K0.6%+20.0%AddedHolders
Q4 20218,214$594.1K0.6%–No prior filingHolders