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BRASS TAX WEALTH MANAGEMENT, INC: MSFT position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 15,300 MSFT 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 15,300 shares
    Change vs previous 13F +199 shares

    1.32% of the 13F portfolio, value $7,924,387.

    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 15,101 shares
    Change vs previous 13F +942 shares

    1.45% of the 13F portfolio, value $7,511,330.

    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 14,159 shares
    Change vs previous 13F +278 shares

    1.12% of the 13F portfolio, value $5,315,177.

    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 13,881 shares
    Change vs previous 13F -83 shares

    1.23% of the 13F portfolio, value $5,850,645.

    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 13,964 shares
    Change vs previous 13F +909 shares

    1.29% of the 13F portfolio, value $6,008,556.

    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 13,055 shares
    Change vs previous 13F +4,361 shares

    1.14% of the 13F portfolio, value $5,834,609.

    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 8,694 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $3,657,582.

    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).