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BRASS TAX WEALTH MANAGEMENT, INC: EFA position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 426,171 EFA 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 426,171 shares
    Change vs previous 13F +90,601 shares

    6.62% of the 13F portfolio, value $39,791,609.

    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 335,570 shares
    Change vs previous 13F +320,182 shares

    5.78% of the 13F portfolio, value $29,996,628.

    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 15,388 shares
    Change vs previous 13F -578 shares

    0.26% of the 13F portfolio, value $1,257,623.

    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 15,966 shares
    Change vs previous 13F -4,278 shares

    0.25% of the 13F portfolio, value $1,207,163.

    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 20,244 shares
    Change vs previous 13F +7,605 shares

    0.36% of the 13F portfolio, value $1,693,015.

    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 12,639 shares
    Change vs previous 13F +1,739 shares

    0.19% of the 13F portfolio, value $990,042.

    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 10,900 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $870,474.

    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).