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BRASS TAX WEALTH MANAGEMENT, INC: DAUG position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 16,825 DAUG 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 16,825 shares
    Change vs previous 13F -416 shares

    0.12% of the 13F portfolio, value $734,016.

    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 17,241 shares
    Change vs previous 13F -920 shares

    0.14% of the 13F portfolio, value $718,260.

    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 18,161 shares
    Change vs previous 13F -292 shares

    0.15% of the 13F portfolio, value $704,600.

    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 18,453 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $732,217.

    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 18,453 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $722,066.

    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 18,453 shares
    Change vs previous 13F -1,023 shares

    0.14% of the 13F portfolio, value $698,446.

    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 19,476 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $720,612.

    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).