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Disclosery

Kathleen S. Wright Associates Inc.: DFEM position timeline

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

Kathleen S. Wright Associates Inc. held 64,425 DFEM 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 64,425 shares
    Change vs previous 13F +39 shares

    0.77% of the 13F portfolio, value $2,066,099.

    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 64,386 shares
    Change vs previous 13F +3,441 shares

    0.75% of the 13F portfolio, value $1,910,977.

    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 60,945 shares
    Change vs previous 13F +3,248 shares

    0.67% of the 13F portfolio, value $1,612,612.

    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 57,697 shares
    Change vs previous 13F +3,278 shares

    0.63% of the 13F portfolio, value $1,511,097.

    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 54,419 shares
    Change vs previous 13F +7 shares

    0.63% of the 13F portfolio, value $1,531,899.

    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 54,412 shares
    Change vs previous 13F +6,023 shares

    0.67% of the 13F portfolio, value $1,454,421.

    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 48,389 shares
    Change vs previous 13F +8,259 shares

    0.58% of the 13F portfolio, value $1,233,436.

    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 40,130 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,001,644.

    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).