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BRASS TAX WEALTH MANAGEMENT, INC: PG position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 55,383 PG 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 55,383 shares
    Change vs previous 13F -2,154 shares

    1.41% of the 13F portfolio, value $8,509,581.

    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 57,537 shares
    Change vs previous 13F +1,348 shares

    1.77% of the 13F portfolio, value $9,166,836.

    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 56,189 shares
    Change vs previous 13F +4,426 shares

    2.01% of the 13F portfolio, value $9,575,764.

    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 51,763 shares
    Change vs previous 13F +314 shares

    1.83% of the 13F portfolio, value $8,678,112.

    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 51,449 shares
    Change vs previous 13F +1,998 shares

    1.91% of the 13F portfolio, value $8,910,928.

    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 49,451 shares
    Change vs previous 13F +5,189 shares

    1.6% of the 13F portfolio, value $8,155,393.

    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 44,262 shares
    Change vs previous 13F not available

    3.74% of the 13F portfolio, value $7,181,507.

    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).