SEC Form 13F · Q1 2026

Basepoint Wealth LLC

Institutional Holdings Report

13F-HRIA
$174.8M
Portfolio Value
643
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Basepoint Wealth LLC
CIK
2088236
Accession No.
0002088236-26-000002
Location
CEDAR RAPIDS, IA
Form Type
13F-HR
Portfolio Value
$174.8M
Holdings Reported
643
Reporting Period
Q1 2026
Filed
May 7, 2026

About this Filing

Basepoint Wealth LLC is an institutional investment manager based in CEDAR RAPIDS, IA reporting approximately $174.8M in 13(f) securities across 643 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.