13F Filings History of Basepoint Wealth LLC

Latest 13F report
Q3 2025 - 13 Nov 2025
Value $
$141M
Signature - Title
Molly Wheeler - Compliance Consultant
Location
Cedar Rapids, IA
Summary
This page shows a list of all the recent 13F filings made by Basepoint Wealth LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Basepoint Wealth LLC reported 104 stock holdings with total value $141M as of Q3 2025. Top holdings included PHYS, PSLV, DE, BRKB, and PEO.

Notify me when Basepoint Wealth LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 104 $141M +$2M -$5.84M -$3.84M PHYS, PSLV, DE, BRKB, PEO 13F-HR 13 Nov 2025, 11:45
Q2 2025 104 $129M +$2.84M -$7.31M -$4.48M PHYS, PSLV, DE, BRKB, PEO 13F-HR 16 Oct 2025, 12:48
Q1 2025 103 $128M +$1.17M -$7.99M -$6.82M PHYS, PSLV, BRKB, DE, PEO 13F-HR 16 Oct 2025, 12:31
Q4 2024 107 $125M +$2.57M -$7.58M -$5.01M PHYS, PSLV, BRKB, DE, PEO 13F-HR 16 Oct 2025, 12:01
Q3 2024 111 $136M +$3.54M -$4.9M -$1.35M PHYS, PSLV, BRKB, DE, PEO 13F-HR 16 Oct 2025, 11:43
Q2 2024 111 $127M +$2.26M -$9.48M -$7.21M PHYS, PSLV, PEO, BRKB, DE 13F-HR 16 Oct 2025, 11:29
Q1 2024 115 $133M +$11.2M -$11.8M -$597K PHYS, PSLV, PEO, DE, BRKB 13F-HR 16 Oct 2025, 11:18
Q4 2023 102 $124M +$3.91M -$11.8M -$7.86M PHYS, PSLV, PEO, DE, BRKB 13F-HR 16 Oct 2025, 11:08
Q3 2023 100 $123M +$5.45M -$521K +$4.92M PHYS, PSLV, PEO, DE, BRKB 13F-HR 16 Oct 2025, 10:45
Q2 2023 95 $121M +$3.4M -$1.35M +$2.05M PHYS, PSLV, PEO, DE, BRKB 13F-HR 15 Oct 2025, 15:25
Q1 2023 93 $120M +$5.56M -$1.38M +$4.18M PHYS, PSLV, PEO, DE, BRKB 13F-HR 10 Oct 2025, 15:37
Q4 2022 91 $113M +$6.87M -$705K +$6.17M PHYS, PSLV, PEO, DE, BRKB 13F-HR 08 Oct 2025, 18:18
Q3 2022 84 $93.7M +$4.94M -$1.78M +$3.16M PHYS, PSLV, PEO, DE, BRKB 13F-HR 08 Oct 2025, 18:09
Q2 2022 82 $95.8M +$11.6M -$10.2M +$1.49M PHYS, PSLV, PEO, DE, BRKB 13F-HR 08 Oct 2025, 18:02
Q1 2022 81 $108M +$6.57M -$7.32M -$746K PHYS, PSLV, PEO, DE, BRKB 13F-HR 08 Oct 2025, 17:51
Q4 2021 76 $102M $0 $0 PHYS, PSLV, PEO, CVS, DE 13F-HR 08 Oct 2025, 17:39