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BRASS TAX WEALTH MANAGEMENT, INC: COWZ position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 54,266 COWZ 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 54,266 shares
    Change vs previous 13F +5,216 shares

    0.52% of the 13F portfolio, value $3,118,691.

    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 49,050 shares
    Change vs previous 13F +18,794 shares

    0.52% of the 13F portfolio, value $2,702,682.

    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 30,256 shares
    Change vs previous 13F +15,152 shares

    0.35% of the 13F portfolio, value $1,656,804.

    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 15,104 shares
    Change vs previous 13F +1,120 shares

    0.18% of the 13F portfolio, value $853,084.

    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 13,984 shares
    Change vs previous 13F +1,958 shares

    0.17% of the 13F portfolio, value $808,695.

    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 12,026 shares
    Change vs previous 13F +5,703 shares

    0.13% of the 13F portfolio, value $655,297.

    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 6,323 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $367,430.

    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).