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Disclosery

Kathleen S. Wright Associates Inc.: DFAX position timeline

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

Kathleen S. Wright Associates Inc. held 49,051 DFAX 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 49,051 shares
    Change vs previous 13F +4,432 shares

    0.57% of the 13F portfolio, value $1,539,236.

    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 44,619 shares
    Change vs previous 13F +4,079 shares

    0.51% of the 13F portfolio, value $1,310,460.

    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 40,540 shares
    Change vs previous 13F -12,455 shares

    0.44% of the 13F portfolio, value $1,062,148.

    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 52,995 shares
    Change vs previous 13F +2,275 shares

    0.55% of the 13F portfolio, value $1,317,128.

    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 50,720 shares
    Change vs previous 13F +8,898 shares

    0.56% of the 13F portfolio, value $1,365,474.

    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 41,822 shares
    Change vs previous 13F +10,007 shares

    0.49% of the 13F portfolio, value $1,071,039.

    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 31,815 shares
    Change vs previous 13F +18,523 shares

    0.38% of the 13F portfolio, value $805,363.

    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 13,292 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $318,867.

    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).