BRASS TAX WEALTH MANAGEMENT, INC: MO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRASS TAX WEALTH MANAGEMENT, INC on MO, newest first. How the timeline and the estimate are built.
BRASS TAX WEALTH MANAGEMENT, INC held 14,983 MO shares at 2025-09-30 per its 13F-HR filed 2025-11-14.
the latest 13F is the newest step
- period ended2025-09-3013F 14,983 sharesChange vs previous 13F -193 shares
0.16% of the 13F portfolio, value $989,785.
13F-HR 0002002603-25-000007 filed by BRASS TAX WEALTH MANAGEMENT, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,176 sharesChange vs previous 13F +227 shares
0.17% of the 13F portfolio, value $889,780.
13F-HR 0002002603-25-000004 filed by BRASS TAX WEALTH MANAGEMENT, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,949 sharesChange vs previous 13F -13 shares
0.19% of the 13F portfolio, value $897,221.
13F-HR 0002002603-25-000003 filed by BRASS TAX WEALTH MANAGEMENT, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14,962 sharesChange vs previous 13F -72 shares
0.16% of the 13F portfolio, value $782,389.
13F-HR 0002002603-25-000002 filed by BRASS TAX WEALTH MANAGEMENT, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 15,034 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $767,350.
13F-HR/A 0002002603-25-000001 filed by BRASS TAX WEALTH MANAGEMENT, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).