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BRASS TAX WEALTH MANAGEMENT, INC: SECT position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 46,180 SECT 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 46,180 shares
    Change vs previous 13F +3,774 shares

    0.48% of the 13F portfolio, value $2,910,251.

    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 42,406 shares
    Change vs previous 13F +3,651 shares

    0.47% of the 13F portfolio, value $2,462,538.

    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 38,755 shares
    Change vs previous 13F +5,781 shares

    0.42% of the 13F portfolio, value $1,978,832.

    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 32,974 shares
    Change vs previous 13F +5,122 shares

    0.38% of the 13F portfolio, value $1,812,268.

    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 27,852 shares
    Change vs previous 13F +4,150 shares

    0.32% of the 13F portfolio, value $1,497,603.

    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 23,702 shares
    Change vs previous 13F +4,665 shares

    0.24% of the 13F portfolio, value $1,210,944.

    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 19,037 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $959,097.

    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).