LFG
BASE

Larson Financial Group’s Couchbase BASE Stock Holding History

Larson Financial Group’s Portfolio BASE Stock Details BASE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,583
Closed -$63K – 3447
2025
Q2 		$63K Buy
2,583
+2,467
+2,127% +$44.9K ﹤0.01% 988
2025
Q1 		$1.83K Buy
+116
New +$1.92K ﹤0.01% 2197

Other funds holding BASE

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Larson Financial Group's BASE Position: Q3 2025 in Review

Larson Financial Group sold out of Couchbase (BASE) in Q3 2025, closing a stake of 2,583 shares — an estimated $63K sold.

Larson Financial Group first reported a position in BASE in Q1 2025 and held it in 2 quarters. The position peaked at $63K in Q2 2025. 3 funds tracked by Wall St. Rank hold BASE as of Q3 2025.

  • Larson Financial Group reported no remaining Couchbase position as of Q3 2025 after selling out during the quarter.
  • Larson Financial Group sold 2,583 Couchbase shares in Q3 2025, an estimated $63K.
  • Larson Financial Group first reported a position in Couchbase in Q1 2025 and held it in 2 quarters.
  • Larson Financial Group's Couchbase position peaked at $63K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Couchbase as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.