Skip to content
Disclosery

BRASS TAX WEALTH MANAGEMENT, INC: FDN position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 18,322 FDN 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 18,322 shares
    Change vs previous 13F -912 shares

    0.85% of the 13F portfolio, value $5,127,228.

    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 19,234 shares
    Change vs previous 13F -360 shares

    1% of the 13F portfolio, value $5,180,293.

    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 19,594 shares
    Change vs previous 13F -1,205 shares

    0.91% of the 13F portfolio, value $4,352,807.

    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 20,799 shares
    Change vs previous 13F -176 shares

    1.06% of the 13F portfolio, value $5,057,693.

    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 20,975 shares
    Change vs previous 13F -500 shares

    0.95% of the 13F portfolio, value $4,443,134.

    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 21,475 shares
    Change vs previous 13F -216 shares

    0.86% of the 13F portfolio, value $4,401,086.

    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 21,691 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $4,448,607.

    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).