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BRASS TAX WEALTH MANAGEMENT, INC: FXO position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 40,478 FXO 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 40,478 shares
    Change vs previous 13F -1,196 shares

    0.4% of the 13F portfolio, value $2,403,961.

    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 41,674 shares
    Change vs previous 13F -875 shares

    0.45% of the 13F portfolio, value $2,336,227.

    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 42,549 shares
    Change vs previous 13F -1,928 shares

    0.47% of the 13F portfolio, value $2,255,088.

    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 44,477 shares
    Change vs previous 13F -358 shares

    0.51% of the 13F portfolio, value $2,407,530.

    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 44,835 shares
    Change vs previous 13F -1,212 shares

    0.49% of the 13F portfolio, value $2,292,437.

    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 46,047 shares
    Change vs previous 13F -288 shares

    0.42% of the 13F portfolio, value $2,131,530.

    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 46,335 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $2,201,843.

    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).