13F

Position

Basepoint Wealth LLC in Adobe Inc.

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark −$3.21K$349.97$243.08

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202530$10.5K0.0%
Q1 20262.01K$489.3K$243.08−$3.21K$482K0.3%