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BRASS TAX WEALTH MANAGEMENT, INC: VTI position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 86,520 VTI 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 86,520 shares
    Change vs previous 13F -251 shares

    4.72% of the 13F portfolio, value $28,393,310.

    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 86,771 shares
    Change vs previous 13F +158 shares

    5.08% of the 13F portfolio, value $26,372,216.

    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 86,613 shares
    Change vs previous 13F -799 shares

    5% of the 13F portfolio, value $23,804,632.

    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 87,412 shares
    Change vs previous 13F -932 shares

    5.33% of the 13F portfolio, value $25,332,892.

    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 88,344 shares
    Change vs previous 13F -1,707 shares

    5.36% of the 13F portfolio, value $25,015,412.

    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 90,051 shares
    Change vs previous 13F +586 shares

    4.72% of the 13F portfolio, value $24,089,470.

    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 89,465 shares
    Change vs previous 13F not available

    12.12% of the 13F portfolio, value $23,251,882.

    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).