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BRASS TAX WEALTH MANAGEMENT, INC: BND position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 513,040 BND 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 513,040 shares
    Change vs previous 13F +270,647 shares

    6.34% of the 13F portfolio, value $38,154,758.

    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 242,393 shares
    Change vs previous 13F -3,154 shares

    3.44% of the 13F portfolio, value $17,847,433.

    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 245,547 shares
    Change vs previous 13F +6,740 shares

    3.79% of the 13F portfolio, value $18,035,460.

    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 238,807 shares
    Change vs previous 13F -169,170 shares

    3.61% of the 13F portfolio, value $17,172,621.

    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 407,977 shares
    Change vs previous 13F +373,609 shares

    6.56% of the 13F portfolio, value $30,643,184.

    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 34,368 shares
    Change vs previous 13F +22,480 shares

    0.48% of the 13F portfolio, value $2,476,226.

    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 11,888 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $863,434.

    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).