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BRASS TAX WEALTH MANAGEMENT, INC: VB position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 72,802 VB 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 72,802 shares
    Change vs previous 13F -64,864 shares

    3.08% of the 13F portfolio, value $18,512,180.

    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 137,666 shares
    Change vs previous 13F +2,816 shares

    6.28% of the 13F portfolio, value $32,624,061.

    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 134,850 shares
    Change vs previous 13F +1,942 shares

    6.28% of the 13F portfolio, value $29,902,900.

    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 132,908 shares
    Change vs previous 13F +188 shares

    6.72% of the 13F portfolio, value $31,935,177.

    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 132,720 shares
    Change vs previous 13F +64,393 shares

    6.74% of the 13F portfolio, value $31,482,429.

    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 68,327 shares
    Change vs previous 13F +9,338 shares

    2.92% of the 13F portfolio, value $14,897,980.

    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 58,989 shares
    Change vs previous 13F not available

    7.03% of the 13F portfolio, value $13,484,382.

    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).