BRASS TAX WEALTH MANAGEMENT, INC: XEL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRASS TAX WEALTH MANAGEMENT, INC on XEL, newest first. How the timeline and the estimate are built.
BRASS TAX WEALTH MANAGEMENT, INC held 3,652 XEL shares at 2025-09-30 per its 13F-HR filed 2025-11-14.
the latest 13F is the newest step
- period ended2025-09-3013F 3,652 sharesChange vs previous 13F +27 shares
0.05% of the 13F portfolio, value $294,559.
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 3,625 sharesChange vs previous 13F +28 shares
0.05% of the 13F portfolio, value $246,862.
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 3,597 sharesChange vs previous 13F +27 shares
0.05% of the 13F portfolio, value $254,647.
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 3,570 sharesChange vs previous 13F +30 shares
0.05% of the 13F portfolio, value $241,037.
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 3,540 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $231,182.
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).