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BRASS TAX WEALTH MANAGEMENT, INC: TIP position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 15,677 TIP 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 15,677 shares
    Change vs previous 13F -122 shares

    0.29% of the 13F portfolio, value $1,743,615.

    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 15,799 shares
    Change vs previous 13F -588 shares

    0.33% of the 13F portfolio, value $1,738,525.

    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 16,387 shares
    Change vs previous 13F -102 shares

    0.38% of the 13F portfolio, value $1,820,447.

    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 16,489 shares
    Change vs previous 13F -1,192 shares

    0.37% of the 13F portfolio, value $1,756,918.

    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 17,681 shares
    Change vs previous 13F -2,693 shares

    0.42% of the 13F portfolio, value $1,953,218.

    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 20,374 shares
    Change vs previous 13F -1,954 shares

    0.43% of the 13F portfolio, value $2,175,521.

    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 22,328 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $2,398,225.

    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).