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BRASS TAX WEALTH MANAGEMENT, INC: DGRO position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 320,958 DGRO 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 320,958 shares
    Change vs previous 13F +101,667 shares

    3.63% of the 13F portfolio, value $21,850,801.

    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 219,291 shares
    Change vs previous 13F +5,197 shares

    2.7% of the 13F portfolio, value $14,021,490.

    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 214,094 shares
    Change vs previous 13F +9,319 shares

    2.78% of the 13F portfolio, value $13,226,739.

    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 204,775 shares
    Change vs previous 13F +24,682 shares

    2.64% of the 13F portfolio, value $12,560,920.

    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 180,093 shares
    Change vs previous 13F -3,298 shares

    2.42% of the 13F portfolio, value $11,290,044.

    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 183,391 shares
    Change vs previous 13F +13,917 shares

    2.07% of the 13F portfolio, value $10,565,146.

    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 169,474 shares
    Change vs previous 13F not available

    5.13% of the 13F portfolio, value $9,839,662.

    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).