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Disclosery

Kathleen S. Wright Associates Inc.: BND position timeline

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

Kathleen S. Wright Associates Inc. held 27,710 BND 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 27,710 shares
    Change vs previous 13F +557 shares

    0.76% of the 13F portfolio, value $2,060,798.

    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 27,153 shares
    Change vs previous 13F -2,124 shares

    0.78% of the 13F portfolio, value $1,999,245.

    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 29,277 shares
    Change vs previous 13F +2,888 shares

    0.89% of the 13F portfolio, value $2,150,409.

    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 26,389 shares
    Change vs previous 13F +29 shares

    0.79% of the 13F portfolio, value $1,897,645.

    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 26,360 shares
    Change vs previous 13F -146 shares

    0.82% of the 13F portfolio, value $1,979,885.

    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 26,506 shares
    Change vs previous 13F -787 shares

    0.88% of the 13F portfolio, value $1,909,778.

    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 27,293 shares
    Change vs previous 13F -579 shares

    0.93% of the 13F portfolio, value $1,982,283.

    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 27,872 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $2,049,986.

    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).