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BRASS TAX WEALTH MANAGEMENT, INC: AGG position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 76,770 AGG 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 76,770 shares
    Change vs previous 13F +20,666 shares

    1.28% of the 13F portfolio, value $7,696,169.

    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 56,104 shares
    Change vs previous 13F +6,316 shares

    1.07% of the 13F portfolio, value $5,565,511.

    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 49,788 shares
    Change vs previous 13F +1,810 shares

    1.03% of the 13F portfolio, value $4,925,026.

    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 47,978 shares
    Change vs previous 13F +1,369 shares

    0.98% of the 13F portfolio, value $4,649,095.

    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 46,609 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $4,720,088.

    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).