Basecamp Wealth Advisors
CASK

Basecamp Wealth Advisors’s Sempreon, Inc. Common Stock CASK Stock Holding History

Basecamp Wealth Advisors’s Portfolio CASK Stock Details CASK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09K Sell
62
-8
-11% -$146 ﹤0.01% 1499
2026
Q1 		$1.29K Buy
70
+23
+49% +$514 ﹤0.01% 1498
2025
Q4 		$1.14K Buy
+47
New +$1.14K ﹤0.01% 1466

Other funds holding CASK

Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Tieton Capital Management
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Basecamp Wealth Advisors's CASK Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Sempreon, Inc. Common Stock (CASK) stake by 11% in Q2 2026, selling an estimated $146 and leaving 62 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Basecamp Wealth Advisors first reported a position in CASK in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.29K in Q1 2026. 151 funds tracked by Wall St. Rank hold CASK as of Q2 2026.

  • Basecamp Wealth Advisors held 62 shares of Sempreon, Inc. Common Stock worth $1.09K as of Q2 2026.
  • Basecamp Wealth Advisors sold 8 Sempreon, Inc. Common Stock shares in Q2 2026, an estimated $146.
  • Sempreon, Inc. Common Stock made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1499 holding.
  • Basecamp Wealth Advisors first reported a position in Sempreon, Inc. Common Stock in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Sempreon, Inc. Common Stock position peaked at $1.29K in Q1 2026.
  • 151 funds tracked by Wall St. Rank held Sempreon, Inc. Common Stock as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.