13F Filings History of Basepoint Wealth LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$164,606,492
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 599 stock holdings with total value $164,606,492 as of Q4 2025. Top holdings included PSLV, PHYS, DE, BRKB, and PEO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 599 $164,606,492 +$17,771,179 -$12,986,766 +$4,784,413 PSLV, PHYS, DE, BRKB, PEO 13F-HR 09 Feb 2026, 19:13
Q3 2025 104 $141,161,220 +$1,999,987 -$5,835,557 -$3,835,570 PHYS, PSLV, DE, BRKB, PEO 13F-HR 13 Nov 2025, 11:45
Q2 2025 104 $129,435,309 +$2,838,953 -$7,314,291 -$4,475,338 PHYS, PSLV, DE, BRKB, PEO 13F-HR 16 Oct 2025, 12:48
Q1 2025 103 $127,852,681 +$1,168,750 -$7,986,591 -$6,817,841 PHYS, PSLV, BRKB, DE, PEO 13F-HR 16 Oct 2025, 12:31
Q4 2024 107 $125,462,552 +$2,569,633 -$7,582,085 -$5,012,452 PHYS, PSLV, BRKB, DE, PEO 13F-HR 16 Oct 2025, 12:01
Q3 2024 111 $135,649,082 +$3,543,602 -$4,895,221 -$1,351,619 PHYS, PSLV, BRKB, DE, PEO 13F-HR 16 Oct 2025, 11:43
Q2 2024 111 $126,708,782 +$2,263,819 -$9,477,169 -$7,213,350 PHYS, PSLV, PEO, BRKB, DE 13F-HR 16 Oct 2025, 11:29
Q1 2024 115 $132,908,851 +$11,232,989 -$11,829,912 -$596,923 PHYS, PSLV, PEO, DE, BRKB 13F-HR 16 Oct 2025, 11:18
Q4 2023 102 $124,494,615 +$3,911,244 -$11,775,343 -$7,864,099 PHYS, PSLV, PEO, DE, BRKB 13F-HR 16 Oct 2025, 11:08
Q3 2023 100 $122,604,012 +$5,445,307 -$521,380 +$4,923,927 PHYS, PSLV, PEO, DE, BRKB 13F-HR 16 Oct 2025, 10:45
Q2 2023 95 $120,995,555 +$3,396,095 -$1,345,749 +$2,050,346 PHYS, PSLV, PEO, DE, BRKB 13F-HR 15 Oct 2025, 15:25
Q1 2023 93 $119,859,205 +$5,560,247 -$1,379,022 +$4,181,225 PHYS, PSLV, PEO, DE, BRKB 13F-HR 10 Oct 2025, 15:37
Q4 2022 91 $113,009,200 +$6,872,632 -$704,546 +$6,168,086 PHYS, PSLV, PEO, DE, BRKB 13F-HR 08 Oct 2025, 18:18
Q3 2022 84 $93,711,483 +$4,935,538 -$1,779,602 +$3,155,936 PHYS, PSLV, PEO, DE, BRKB 13F-HR 08 Oct 2025, 18:09
Q2 2022 82 $95,783,017 +$11,647,923 -$10,154,686 +$1,493,237 PHYS, PSLV, PEO, DE, BRKB 13F-HR 08 Oct 2025, 18:02
Q1 2022 81 $108,436,348 +$6,569,800 -$7,315,481 -$745,681 PHYS, PSLV, PEO, DE, BRKB 13F-HR 08 Oct 2025, 17:51
Q4 2021 76 $102,037,939 $0 $0 $0 PHYS, PSLV, PEO, CVS, DE 13F-HR 08 Oct 2025, 17:39