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BRASS TAX WEALTH MANAGEMENT, INC: PSMR position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 46,889 PSMR 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 46,889 shares
    Change vs previous 13F -5,627 shares

    0.23% of the 13F portfolio, value $1,371,799.

    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 52,516 shares
    Change vs previous 13F -45,043 shares

    0.29% of the 13F portfolio, value $1,493,030.

    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 97,559 shares
    Change vs previous 13F +674 shares

    0.56% of the 13F portfolio, value $2,647,420.

    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 96,885 shares
    Change vs previous 13F -347,605 shares

    0.57% of the 13F portfolio, value $2,705,029.

    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 444,490 shares
    Change vs previous 13F +368,156 shares

    2.61% of the 13F portfolio, value $12,173,337.

    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 76,334 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,008,348.

    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).