BRASS TAX WEALTH MANAGEMENT, INC: VIG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRASS TAX WEALTH MANAGEMENT, INC on VIG, newest first. How the timeline and the estimate are built.
BRASS TAX WEALTH MANAGEMENT, INC held 1,647 VIG shares at 2025-09-30 per its 13F-HR filed 2025-11-14.
the latest 13F is the newest step
- period ended2025-09-3013F 1,647 sharesChange vs previous 13F +347 shares
0.06% of the 13F portfolio, value $355,513.
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 1,300 sharesChange vs previous 13F +115 shares
0.05% of the 13F portfolio, value $266,071.
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 1,185 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $229,878.
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 1,185 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $232,059.
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 1,185 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $234,701.
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).