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Disclosery

Kathleen S. Wright Associates Inc.: BRK-B position timeline

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

Kathleen S. Wright Associates Inc. held 48,969 BRK-B 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 48,969 shares
    Change vs previous 13F -1,293 shares

    9.13% of the 13F portfolio, value $24,605,923.

    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 50,262 shares
    Change vs previous 13F -1,210 shares

    9.52% of the 13F portfolio, value $24,380,450.

    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 51,472 shares
    Change vs previous 13F -524 shares

    11.33% of the 13F portfolio, value $27,402,675.

    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 51,996 shares
    Change vs previous 13F -1,431 shares

    9.83% of the 13F portfolio, value $23,593,889.

    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 53,427 shares
    Change vs previous 13F -582 shares

    10.13% of the 13F portfolio, value $24,544,156.

    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 54,009 shares
    Change vs previous 13F -1,223 shares

    10.18% of the 13F portfolio, value $22,156,961.

    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 55,232 shares
    Change vs previous 13F +153 shares

    10.89% of the 13F portfolio, value $23,117,064.

    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 55,079 shares
    Change vs previous 13F not available

    10.01% of the 13F portfolio, value $19,681,945.

    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).