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BRASS TAX WEALTH MANAGEMENT, INC: USMV position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 36,072 USMV 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 36,072 shares
    Change vs previous 13F -761 shares

    0.57% of the 13F portfolio, value $3,431,909.

    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 36,833 shares
    Change vs previous 13F -561 shares

    0.67% of the 13F portfolio, value $3,457,496.

    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 37,394 shares
    Change vs previous 13F +28 shares

    0.74% of the 13F portfolio, value $3,502,303.

    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 37,366 shares
    Change vs previous 13F -702 shares

    0.7% of the 13F portfolio, value $3,317,710.

    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 38,068 shares
    Change vs previous 13F -2,741 shares

    0.74% of the 13F portfolio, value $3,475,945.

    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 40,809 shares
    Change vs previous 13F -215 shares

    0.67% of the 13F portfolio, value $3,426,282.

    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 41,024 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $3,428,821.

    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).