Number of Shares
37,081
Previous 34,220 8.36%
Holding current value
$1.5 Billion
Previous $1.33 Billion 12.27%
% of portfolio
0.81%
Previous 0.76%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026

BUY
N/A
2,861 Added 8.36%
37,081 $1.5 Billion
Q3 2025

Oct 20, 2025

BUY
N/A
12,721 Added 59.17%
34,220 $1.33 Billion
Q2 2025

Sep 19, 2025

BUY
N/A
21,499 New
21,499 $844 Million
Track This Portfolio

Track Base Wealth Management LLC Portfolio

Follow Base Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Base Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Base Wealth Management LLC with notifications on news.