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BRASS TAX WEALTH MANAGEMENT, INC: FXL position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 29,610 FXL 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 29,610 shares
    Change vs previous 13F -93 shares

    0.83% of the 13F portfolio, value $4,974,229.

    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 29,703 shares
    Change vs previous 13F -803 shares

    0.9% of the 13F portfolio, value $4,674,031.

    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 30,506 shares
    Change vs previous 13F -1,162 shares

    0.85% of the 13F portfolio, value $4,034,451.

    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 31,668 shares
    Change vs previous 13F -218 shares

    0.99% of the 13F portfolio, value $4,704,318.

    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 31,886 shares
    Change vs previous 13F -366 shares

    0.95% of the 13F portfolio, value $4,420,856.

    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 32,252 shares
    Change vs previous 13F -200 shares

    0.86% of the 13F portfolio, value $4,394,671.

    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 32,452 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $4,375,192.

    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).