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BRASS TAX WEALTH MANAGEMENT, INC: SPY position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 9,338 SPY 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 9,338 shares
    Change vs previous 13F +123 shares

    1.03% of the 13F portfolio, value $6,220,593.

    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 9,215 shares
    Change vs previous 13F +5 shares

    1.1% of the 13F portfolio, value $5,693,377.

    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 9,210 shares
    Change vs previous 13F +207 shares

    1.08% of the 13F portfolio, value $5,152,010.

    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 9,003 shares
    Change vs previous 13F +185 shares

    1.11% of the 13F portfolio, value $5,276,695.

    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 8,818 shares
    Change vs previous 13F +8,120 shares

    1.08% of the 13F portfolio, value $5,059,213.

    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 698 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $379,643.

    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).