BRASS TAX WEALTH MANAGEMENT, INC: IBM position timeline

BRASS TAX WEALTH MANAGEMENT, INC held 1,323 IBM 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 1,323 shares

   Change vs previous 13F -98 shares

   0.06% of the 13F portfolio, value $373,160.

   13F-HR 0002002603-25-000007 filed by BRASS TAX WEALTH MANAGEMENT, INC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 1,421 shares

   Change vs previous 13F +1 shares

   0.08% of the 13F portfolio, value $418,999.

   13F-HR 0002002603-25-000004 filed by BRASS TAX WEALTH MANAGEMENT, INC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 1,420 shares

   Change vs previous 13F -13 shares

   0.07% of the 13F portfolio, value $353,184.

   13F-HR 0002002603-25-000003 filed by BRASS TAX WEALTH MANAGEMENT, INC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 1,433 shares

   Change vs previous 13F -19 shares

   0.07% of the 13F portfolio, value $315,077.

   13F-HR 0002002603-25-000002 filed by BRASS TAX WEALTH MANAGEMENT, INC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F/A 1,452 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $321,022.

   13F-HR/A 0002002603-25-000001 filed by BRASS TAX WEALTH MANAGEMENT, INC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).