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Basecamp Wealth Advisors LLC

SEC CIK
0002115254
Latest filing
Aug 14, 2026

UBS holding history

UBS Group AG in every 13F filed by Basecamp Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UBS overviewAll 13F holders of UBSFull Q2 2026 holdings

Shares (Q2 2026)
16,333
Value
$809.5K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of UBS by Basecamp Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,333$809.5K0.2%−19−0.1%ReducedHolders
Q1 202616,352$638.9K0.1%−10.0%ReducedHolders
Q4 202516,353$757.3K0.2%–No prior filingHolders