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BRASS TAX WEALTH MANAGEMENT, INC: ROUS position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 54,254 ROUS 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 54,254 shares
    Change vs previous 13F -183 shares

    0.52% of the 13F portfolio, value $3,119,087.

    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 54,437 shares
    Change vs previous 13F -150 shares

    0.56% of the 13F portfolio, value $2,922,745.

    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 54,587 shares
    Change vs previous 13F -519 shares

    0.58% of the 13F portfolio, value $2,769,220.

    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 55,106 shares
    Change vs previous 13F -50 shares

    0.59% of the 13F portfolio, value $2,804,366.

    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 55,156 shares
    Change vs previous 13F -1,600 shares

    0.61% of the 13F portfolio, value $2,860,412.

    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 56,756 shares
    Change vs previous 13F -2,877 shares

    0.53% of the 13F portfolio, value $2,729,734.

    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 59,633 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $2,873,287.

    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).