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Disclosery

Kathleen S. Wright Associates Inc.: DFSV position timeline

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

Kathleen S. Wright Associates Inc. held 27,919 DFSV 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 27,919 shares
    Change vs previous 13F +1,179 shares

    0.33% of the 13F portfolio, value $888,940.

    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 26,740 shares
    Change vs previous 13F -3,164 shares

    0.31% of the 13F portfolio, value $786,958.

    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 29,904 shares
    Change vs previous 13F -2,410 shares

    0.35% of the 13F portfolio, value $841,797.

    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 32,314 shares
    Change vs previous 13F +1,200 shares

    0.42% of the 13F portfolio, value $999,244.

    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 31,114 shares
    Change vs previous 13F +2,542 shares

    0.39% of the 13F portfolio, value $954,191.

    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 28,572 shares
    Change vs previous 13F +2,476 shares

    0.38% of the 13F portfolio, value $830,928.

    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 26,096 shares
    Change vs previous 13F +11,998 shares

    0.37% of the 13F portfolio, value $775,277.

    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 14,098 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $402,666.

    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).