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BRASS TAX WEALTH MANAGEMENT, INC: IJH position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 96,813 IJH 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 96,813 shares
    Change vs previous 13F -6,900 shares

    1.05% of the 13F portfolio, value $6,318,045.

    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 103,713 shares
    Change vs previous 13F +5,455 shares

    1.24% of the 13F portfolio, value $6,432,264.

    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 98,258 shares
    Change vs previous 13F +5,627 shares

    1.2% of the 13F portfolio, value $5,733,383.

    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 92,631 shares
    Change vs previous 13F +13,884 shares

    1.21% of the 13F portfolio, value $5,771,861.

    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 78,747 shares
    Change vs previous 13F -258,794 shares

    1.05% of the 13F portfolio, value $4,907,512.

    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 337,541 shares
    Change vs previous 13F +325,541 shares

    3.87% of the 13F portfolio, value $19,752,897.

    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 12,000 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $728,880.

    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).