Brass TAX Wealth Management, Inc

CIK: 0002002603 | CINCINNATI, OH

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2025	13F-HR	246	$601.5M	2025-11-14	SEC ↗
Q2 2025	13F-HR	228	$519.3M	2025-08-11	SEC ↗
Q1 2025	13F-HR	215	$476.1M	2025-04-29	SEC ↗
Q4 2024	13F-HR	205	$475.2M	2025-04-29	SEC ↗
Q3 2024Amended	13F-HR/A	162	$260.8M	2024-12-12	SEC ↗
Q2 2024Amended	13F-HR/A	78	$279.2M	2024-08-09	SEC ↗
Q1 2024	13F-HR	111	$191.9M	2024-07-31	SEC ↗