Basepoint Wealth LLC

SEC CIK: 0002088236
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

SUN holding history

Sunoco LP 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.

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

Shares (Q2 2026): 110
Value: $7.42K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of SUN by Basepoint Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	110	$7.42K	<0.1%	+2+1.9%	Added	Holders
Q1 2026	108	$7.04K	<0.1%	+2+1.9%	Added	Holders
Q4 2025	106	$5.60K	<0.1%	+106	New	Holders