Base Wealth Management LLC has submitted an amended 13F-HR filing, revealing a total of $224.97 million in reported holdings as of September 30, 2026. This amendment is significant as it provides insights into the firm’s investment strategies and asset management capabilities.
The filing, dated October 21, 2026, indicates that the firm has made adjustments to its previous disclosures, reflecting its ongoing commitment to transparency and regulatory compliance. The total number of entries in the filing amounts to 72, showcasing a diverse portfolio that includes various investment vehicles.
Background
Base Wealth Management LLC is a financial services firm based in Lakewood Ranch, Florida. The company operates under the Central Index Key (CIK) 0002083977 and is categorized under the SEC's filing regulations. The firm has been active in submitting various forms, including the recent 13F-HR and 13F-HR/A filings, which detail its holdings and investment strategies.
What the Filing Says
The amended filing states, "This is an amendment to the 13F-HR report for the period ending September 30, 2026." It also notes that the filing is a restatement, indicating that prior reported values have been revised. The total value of reported holdings stands at $224,970,555, reflecting the firm's investment discretion across its portfolio.
Impact
This update may affect various stakeholders, including investors, clients, and competitors within the financial services sector. The detailed holdings provide insight into Base Wealth Management's investment strategies, which may influence client decisions and competitive positioning in the market.
What's Next
The filing does not specify what happens next, leaving it unclear if further amendments or disclosures will be made in the future.
Source: SEC Accession Number 0002083977-26-000008