13F

Position

Basepoint Wealth LLC in Insulet 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 −$148$284.00$210.00

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252$5680.0%
Q1 20262$420$210.00−$148$00.0%