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BRASS TAX WEALTH MANAGEMENT, INC: FDL position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 6,663 FDL 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 6,663 shares
    Change vs previous 13F +996 shares

    0.05% of the 13F portfolio, value $289,241.

    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 5,667 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $237,277.

    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).