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BRASS TAX WEALTH MANAGEMENT, INC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRASS TAX WEALTH MANAGEMENT, INC on AAPL, newest first. How the timeline and the estimate are built.

BRASS TAX WEALTH MANAGEMENT, INC held 51,649 AAPL shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 51,649 shares
    Change vs previous 13F +624 shares

    2.19% of the 13F portfolio, value $13,151,308.

    13F-HR 0002002603-25-000007 filed by BRASS TAX WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 51,025 shares
    Change vs previous 13F +1,402 shares

    2.02% of the 13F portfolio, value $10,468,843.

    13F-HR 0002002603-25-000004 filed by BRASS TAX WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 49,623 shares
    Change vs previous 13F -462 shares

    2.32% of the 13F portfolio, value $11,022,782.

    13F-HR 0002002603-25-000003 filed by BRASS TAX WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 50,085 shares
    Change vs previous 13F -3,252 shares

    2.64% of the 13F portfolio, value $12,542,315.

    13F-HR 0002002603-25-000002 filed by BRASS TAX WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F/A 53,337 shares
    Change vs previous 13F -1,130 shares

    2.66% of the 13F portfolio, value $12,427,588.

    13F-HR/A 0002002603-25-000001 filed by BRASS TAX WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F/A 54,467 shares
    Change vs previous 13F +15,972 shares

    2.25% of the 13F portfolio, value $11,471,719.

    13F-HR 0002002603-24-000002 filed by BRASS TAX WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 38,495 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $6,601,123.

    13F-HR 0002002603-24-000001 filed by BRASS TAX WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).