Base Wealth Management LLC

Business address
7301 Merchant Court, Lakewood Ranch, FL, 34240
Top securities (13F)
VOO, HCI, PYLD, CGBL, JQUA, VONG, QQQ, INCM, HDV, FDVV, JIRE, FLQM, BILZ, VTV, JEPI, JCPB, VIG, BRKB, VOT, and AAPL
State of incorporation
FL
Fiscal year end
31 December
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Base Wealth Management LLC has filed 3 SEC EDGAR filings since 19 Sep 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 20 Oct 2025 30 Sep 2025 028-25777
13F-HR Open Document Open Filing 19 Sep 2025 30 Jun 2025 028-25777
13F-HR Open Document Open Filing 19 Sep 2025 31 Mar 2025 028-25777