BRASS TAX WEALTH MANAGEMENT, INC: IWM position timeline

BRASS TAX WEALTH MANAGEMENT, INC held 1,840 IWM 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 1,840 shares

   Change vs previous 13F -131 shares

   0.07% of the 13F portfolio, value $445,206.

   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 1,971 shares

   Change vs previous 13F +270 shares

   0.08% of the 13F portfolio, value $425,322.

   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 1,701 shares

   Change vs previous 13F -52 shares

   0.07% of the 13F portfolio, value $339,332.

   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 1,753 shares

   Change vs previous 13F +27 shares

   0.08% of the 13F portfolio, value $387,343.

   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 1,726 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $381,256.

   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).