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BRASS TAX WEALTH MANAGEMENT, INC: VOO position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 143,098 VOO 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 143,098 shares
    Change vs previous 13F +3,484 shares

    14.57% of the 13F portfolio, value $87,630,309.

    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 139,614 shares
    Change vs previous 13F +5,795 shares

    15.27% of the 13F portfolio, value $79,304,986.

    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 133,819 shares
    Change vs previous 13F -7,755 shares

    14.45% of the 13F portfolio, value $68,771,125.

    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 141,574 shares
    Change vs previous 13F -1,493 shares

    16.05% of the 13F portfolio, value $76,281,385.

    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 143,067 shares
    Change vs previous 13F +87,014 shares

    16.16% of the 13F portfolio, value $75,492,276.

    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 56,053 shares
    Change vs previous 13F +13,272 shares

    5.49% of the 13F portfolio, value $28,033,967.

    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 42,781 shares
    Change vs previous 13F not available

    10.72% of the 13F portfolio, value $20,564,615.

    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).