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BRASS TAX WEALTH MANAGEMENT, INC: FV position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 67,216 FV 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 67,216 shares
    Change vs previous 13F -246 shares

    0.69% of the 13F portfolio, value $4,162,028.

    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 67,462 shares
    Change vs previous 13F -841 shares

    0.77% of the 13F portfolio, value $3,997,785.

    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 68,303 shares
    Change vs previous 13F +1,920 shares

    0.79% of the 13F portfolio, value $3,747,104.

    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 66,383 shares
    Change vs previous 13F +35 shares

    0.83% of the 13F portfolio, value $3,920,573.

    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 66,348 shares
    Change vs previous 13F +531 shares

    0.83% of the 13F portfolio, value $3,866,112.

    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 65,817 shares
    Change vs previous 13F -517 shares

    0.74% of the 13F portfolio, value $3,769,077.

    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 66,334 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $3,796,275.

    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).