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BRASS TAX WEALTH MANAGEMENT, INC: BUFD position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 445,824 BUFD 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 445,824 shares
    Change vs previous 13F +20,820 shares

    2.05% of the 13F portfolio, value $12,322,575.

    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 425,004 shares
    Change vs previous 13F +20,965 shares

    2.17% of the 13F portfolio, value $11,288,106.

    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 404,039 shares
    Change vs previous 13F +21,104 shares

    2.12% of the 13F portfolio, value $10,080,773.

    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 382,935 shares
    Change vs previous 13F +23,827 shares

    2.06% of the 13F portfolio, value $9,772,501.

    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 359,108 shares
    Change vs previous 13F +30,467 shares

    1.93% of the 13F portfolio, value $8,992,064.

    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 328,641 shares
    Change vs previous 13F +32,898 shares

    1.56% of the 13F portfolio, value $7,992,549.

    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 295,743 shares
    Change vs previous 13F not available

    3.64% of the 13F portfolio, value $6,976,577.

    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).