Skip to content
Disclosery

BRASS TAX WEALTH MANAGEMENT, INC: SPYM position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 20,971 SPYM 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 20,971 shares
    Change vs previous 13F +500 shares

    0.27% of the 13F portfolio, value $1,642,832.

    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 20,471 shares
    Change vs previous 13F -1,030 shares

    0.29% of the 13F portfolio, value $1,488,014.

    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 21,501 shares
    Change vs previous 13F -313 shares

    0.3% of the 13F portfolio, value $1,413,907.

    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 21,814 shares
    Change vs previous 13F -541 shares

    0.32% of the 13F portfolio, value $1,503,823.

    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 22,355 shares
    Change vs previous 13F -7,868 shares

    0.32% of the 13F portfolio, value $1,509,171.

    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 30,223 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,934,285.

    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).