Basepoint Wealth »

Valued Advisers Tr shares owned by Basepoint Wealth

Quarter-by-quarter ownership of Valued Advisers Tr (EQTY) shares owned by Basepoint Wealth from 13F filings

Historical chart of Basepoint Wealth investment in Valued Advisers Tr

Tip: Access up to 7 years of quarterly data

All positions including Valued Advisers Tr held by Basepoint Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Valued Advisers Tr by Basepoint Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $69k 2.5k 27.00

More positions owned by Basepoint Wealth

Sprott Asset Management Lp Physical Silver Cef (PSLV)
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)
Deere & Co Stock (DE)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Adam Nat Res Cef (PEO)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Tapestry Stock (TPR)
Ingredion Stock (INGR)
General Dynamics Corp Stock (GD)
Microsoft Corp Stock (MSFT)
Pepsico Stock (PEP)
Abbvie Stock (ABBV)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Basepoint Wealth

Top funds holding Valued Advisers Tr

Colony
Royal Bank of Canada
Mml Investors Services
Gts Securities
Northern Trust
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Basepoint Wealth
Glen Eagle Advisors
Harwood Advisory
UBS Group
Golden State Wealth Management
Advisor Group Holdings

View all funds holding Valued Advisers Tr