BRASS TAX WEALTH MANAGEMENT, INC: SYK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRASS TAX WEALTH MANAGEMENT, INC on SYK, newest first. How the timeline and the estimate are built.
BRASS TAX WEALTH MANAGEMENT, INC held 560 SYK shares at 2025-09-30 per its 13F-HR filed 2025-11-14.
the latest 13F is the newest step
- period ended2025-09-3013F 560 sharesChange vs previous 13F +1 shares
0.03% of the 13F portfolio, value $206,997.
13F-HR 0002002603-25-000007 filed by BRASS TAX WEALTH MANAGEMENT, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 559 sharesChange vs previous 13F -3 shares
0.04% of the 13F portfolio, value $221,284.
13F-HR 0002002603-25-000004 filed by BRASS TAX WEALTH MANAGEMENT, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 562 sharesChange vs previous 13F +1 shares
0.04% of the 13F portfolio, value $209,070.
13F-HR 0002002603-25-000003 filed by BRASS TAX WEALTH MANAGEMENT, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 561 sharesChange vs previous 13F -65 shares
0.04% of the 13F portfolio, value $201,988.
13F-HR 0002002603-25-000002 filed by BRASS TAX WEALTH MANAGEMENT, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 626 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $226,149.
13F-HR/A 0002002603-25-000001 filed by BRASS TAX WEALTH MANAGEMENT, INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).