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BRASS TAX WEALTH MANAGEMENT, INC: MRSH position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 8,588 MRSH 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 8,588 shares
    Change vs previous 13F +6 shares

    0.29% of the 13F portfolio, value $1,730,749.

    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 8,582 shares
    Change vs previous 13F +6 shares

    0.36% of the 13F portfolio, value $1,876,291.

    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 8,576 shares
    Change vs previous 13F -183 shares

    0.44% of the 13F portfolio, value $2,092,876.

    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 8,759 shares
    Change vs previous 13F +5 shares

    0.39% of the 13F portfolio, value $1,860,524.

    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 8,754 shares
    Change vs previous 13F +6,309 shares

    0.42% of the 13F portfolio, value $1,952,867.

    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 2,445 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $515,212.

    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).