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Disclosery

Kathleen S. Wright Associates Inc.: DLS position timeline

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

Kathleen S. Wright Associates Inc. held 29,262 DLS 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 29,262 shares
    Change vs previous 13F +73 shares

    0.86% of the 13F portfolio, value $2,326,622.

    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 29,189 shares
    Change vs previous 13F -18 shares

    0.86% of the 13F portfolio, value $2,192,386.

    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 29,207 shares
    Change vs previous 13F -2,462 shares

    0.8% of the 13F portfolio, value $1,927,720.

    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 31,669 shares
    Change vs previous 13F -4,365 shares

    0.83% of the 13F portfolio, value $1,993,564.

    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 36,034 shares
    Change vs previous 13F -214 shares

    1.03% of the 13F portfolio, value $2,488,148.

    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 36,248 shares
    Change vs previous 13F -8,257 shares

    1.06% of the 13F portfolio, value $2,299,573.

    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 44,505 shares
    Change vs previous 13F -1,502 shares

    1.37% of the 13F portfolio, value $2,902,151.

    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 46,007 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $2,935,796.

    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).