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Disclosery

Kathleen S. Wright Associates Inc.: DFUS position timeline

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

Kathleen S. Wright Associates Inc. held 48,342 DFUS 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 48,342 shares
    Change vs previous 13F -1,172 shares

    1.3% of the 13F portfolio, value $3,501,927.

    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 49,514 shares
    Change vs previous 13F -547 shares

    1.3% of the 13F portfolio, value $3,318,425.

    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 50,061 shares
    Change vs previous 13F +1,516 shares

    1.25% of the 13F portfolio, value $3,027,660.

    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 48,545 shares
    Change vs previous 13F +4,480 shares

    1.29% of the 13F portfolio, value $3,094,762.

    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 44,065 shares
    Change vs previous 13F +908 shares

    1.13% of the 13F portfolio, value $2,740,839.

    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 43,157 shares
    Change vs previous 13F +18,605 shares

    1.17% of the 13F portfolio, value $2,539,760.

    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 24,552 shares
    Change vs previous 13F +14,277 shares

    0.66% of the 13F portfolio, value $1,398,973.

    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 10,275 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $532,553.

    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).