BRASS TAX WEALTH MANAGEMENT, INC SEC EDGAR Filings (CIK 0002002603)

SEC EDGAR filings, ownership reports, and insider transactions for BRASS TAX WEALTH MANAGEMENT, INC.

Business address
4755 Cornell Road, Cincinnati, OH, 45241
Top securities (13F)
VOO, EFA, BND, SCHG, VTI, VFMF, DGRO, VB, ANGL, IVE, PSFF, CGGR, AAPL, BUFD, LLY, PG, MSFT, AGG, IVV, and QTEC
State of incorporation
OH
Fiscal year end
31 December
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BRASS TAX WEALTH MANAGEMENT, INC has filed 11 SEC EDGAR filings since 31 Jul 2024

Latest Filings

Recent SEC filings for BRASS TAX WEALTH MANAGEMENT, INC including 13F-HR, N-PX, 13F-HR/A.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2025 30 Sep 2025 028-24252
N-PX Open N-PX document View SEC filing for N-PX 11 Aug 2025 30 Jun 2025 028-24252
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Aug 2025 30 Jun 2025 028-24252
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Apr 2025 31 Mar 2025 028-24252
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Apr 2025 31 Dec 2024 028-24252
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 29 Apr 2025 30 Sep 2024 028-24252
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 12 Dec 2024 30 Jun 2024 028-24252
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Dec 2024 30 Sep 2024 028-24252
N-PX Open N-PX document View SEC filing for N-PX 28 Aug 2024 30 Jun 2024 028-24252
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Aug 2024 30 Jun 2024 028-24252
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jul 2024 31 Mar 2024 028-24252

About this filer

BRASS TAX WEALTH MANAGEMENT, INC files with the SEC under CIK 0002002603. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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