13F

Position

Basepoint Wealth LLC in Microsoft Corp

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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 −$468.2K$483.70$370.20

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20254.13K$2M1.2%
Q1 20264.99K$1.85M$370.20−$468.2K$321K1.1%