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Manager record

Basepoint Wealth LLC

Cedar Rapids, IA · CIK 2088236 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$174.79MReported 13F valueQ2 2026 · as filed
632Holdings listed
0.0%vs prior quartervalue change includes market moves
4Quarters on record
Aug 10Latest filed
Reported 13F value by quarter, Q3 2025 to Q2 2026Q3 2025: $1.9B$1.9BQ3 20251,559 holdingsQ4 2025: $164.6M$164.6MQ4 2025601 holdingsQ1 2026: $174.8M$174.8MQ1 2026643 holdingsQ2 2026: $174.8M$174.8MQ2 2026632 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 10 2026 13F-HR · period Q2 2026

$174.79M · 632 holdings listed · View original SEC filing ↗
May 07 2026 13F-HR · period Q1 2026

$174.79M · 643 holdings listed · View original SEC filing ↗
Feb 10 2026 13F-HR · period Q4 2025

$164.61M · 601 holdings listed · View original SEC filing ↗
Nov 13 2025 13F-HR · period Q3 2025

$141.16M · 104 holdings listed · View original SEC filing ↗
Oct 16 2025 13F-HR · period Q3 2025

$124.49M · 102 holdings listed · View original SEC filing ↗
Oct 16 2025 13F-HR · period Q3 2025

$132.91M · 115 holdings listed · View original SEC filing ↗
Oct 16 2025 13F-HR · period Q3 2025

$126.71M · 111 holdings listed · View original SEC filing ↗
Oct 16 2025 13F-HR · period Q3 2025

$135.65M · 111 holdings listed · View original SEC filing ↗
Oct 16 2025 13F-HR · period Q3 2025

$125.46M · 107 holdings listed · View original SEC filing ↗
Oct 16 2025 13F-HR · period Q3 2025

$129.44M · 104 holdings listed · View original SEC filing ↗
Oct 16 2025 13F-HR · period Q3 2025

$127.85M · 103 holdings listed · View original SEC filing ↗
Oct 16 2025 13F-HR · period Q3 2025

$122.60M · 100 holdings listed · View original SEC filing ↗
Oct 15 2025 13F-HR · period Q3 2025

$121.00M · 95 holdings listed · View original SEC filing ↗
Oct 10 2025 13F-HR · period Q3 2025

$119.86M · 93 holdings listed · View original SEC filing ↗
Oct 09 2025 13F-HR · period Q3 2025

$108.44M · 81 holdings listed · View original SEC filing ↗
Oct 09 2025 13F-HR · period Q3 2025

$93.71M · 84 holdings listed · View original SEC filing ↗
Oct 09 2025 13F-HR · period Q3 2025

$113.01M · 91 holdings listed · View original SEC filing ↗
Oct 09 2025 13F-HR · period Q3 2025

$95.78M · 82 holdings listed · View original SEC filing ↗
Oct 09 2025 13F-HR · period Q3 2025

$102.04M · 76 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 10, 2026 · Change methodology