Base Wealth Management LLCETFConcentrated trader

CIK: 0002083977 | LAKEWOOD RANCH, FL

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026Amended	13F-HR/A	72	$225.0M	2026-10-21	SEC ↗
Q2 2026	13F-HR	66	$215.0M	2026-07-22	SEC ↗
Q1 2026	13F-HR	60	$178.7M	2026-04-30	SEC ↗
Q4 2025	13F-HR	60	$185.8M	2026-01-21	SEC ↗
Q3 2025	13F-HR	63	$175.5M	2025-10-20	SEC ↗
Q2 2025	13F-HR	56	$156.0M	2025-09-19	SEC ↗
Q1 2025	13F-HR	52	$131.3M	2025-09-19	SEC ↗