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BRASS TAX WEALTH MANAGEMENT, INC: IVE position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 76,299 IVE 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 76,299 shares
    Change vs previous 13F +550 shares

    2.62% of the 13F portfolio, value $15,756,598.

    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 75,749 shares
    Change vs previous 13F -155 shares

    2.85% of the 13F portfolio, value $14,802,911.

    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 75,904 shares
    Change vs previous 13F +953 shares

    3.04% of the 13F portfolio, value $14,465,696.

    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 74,951 shares
    Change vs previous 13F -728 shares

    3.01% of the 13F portfolio, value $14,306,584.

    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 75,679 shares
    Change vs previous 13F -8 shares

    3.19% of the 13F portfolio, value $14,921,668.

    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 75,687 shares
    Change vs previous 13F -616 shares

    2.7% of the 13F portfolio, value $13,775,726.

    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 76,303 shares
    Change vs previous 13F not available

    7.43% of the 13F portfolio, value $14,254,182.

    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).