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Disclosery

Kathleen S. Wright Associates Inc.: BN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kathleen S. Wright Associates Inc. on BN, newest first. How the timeline and the estimate are built.

Kathleen S. Wright Associates Inc. held 81,634 BN shares at 2025-09-30 per its 13F-HR filed 2025-10-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 81,634 shares
    Change vs previous 13F -200 shares

    2.07% of the 13F portfolio, value $5,580,706.

    13F-HR 0001908433-25-000008 filed by Kathleen S. Wright Associates 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 81,834 shares
    Change vs previous 13F -100 shares

    2.03% of the 13F portfolio, value $5,195,296.

    13F-HR 0001908433-25-000004 filed by Kathleen S. Wright Associates 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 81,934 shares
    Change vs previous 13F -220 shares

    1.79% of the 13F portfolio, value $4,335,993.

    13F-HR 0002065807-25-000002 filed by Kathleen S. Wright Associates 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 82,154 shares
    Change vs previous 13F -1,600 shares

    1.96% of the 13F portfolio, value $4,713,294.

    13F-HR 0001908433-25-000001 filed by Kathleen S. Wright Associates 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 83,754 shares
    Change vs previous 13F +101 shares

    1.84% of the 13F portfolio, value $4,449,374.

    13F-HR 0001908433-24-000010 filed by Kathleen S. Wright Associates 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 83,653 shares
    Change vs previous 13F -2,141 shares

    1.65% of the 13F portfolio, value $3,583,947.

    13F-HR 0001908433-24-000003 filed by Kathleen S. Wright Associates 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 85,794 shares
    Change vs previous 13F +1,321 shares

    1.66% of the 13F portfolio, value $3,526,219.

    13F-HR 0001908433-24-000002 filed by Kathleen S. Wright Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 84,473 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $3,345,020.

    13F-HR 0001908433-24-000001 filed by Kathleen S. Wright Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).