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BRASS TAX WEALTH MANAGEMENT, INC: XJUN position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 46,690 XJUN 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 46,690 shares
    Change vs previous 13F -545 shares

    0.33% of the 13F portfolio, value $1,970,383.

    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 47,235 shares
    Change vs previous 13F -900 shares

    0.37% of the 13F portfolio, value $1,939,932.

    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 48,135 shares
    Change vs previous 13F -275 shares

    0.39% of the 13F portfolio, value $1,852,581.

    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 48,410 shares
    Change vs previous 13F -380 shares

    0.39% of the 13F portfolio, value $1,870,078.

    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 48,790 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $1,855,869.

    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 48,790 shares
    Change vs previous 13F -3,000 shares

    0.35% of the 13F portfolio, value $1,796,448.

    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 51,790 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,875,316.

    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).