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Disclosery

Kathleen S. Wright Associates Inc.: EEMV position timeline

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

Kathleen S. Wright Associates Inc. held 12,624 EEMV 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 12,624 shares
    Change vs previous 13F -300 shares

    0.3% of the 13F portfolio, value $805,768.

    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 12,924 shares
    Change vs previous 13F -2,945 shares

    0.32% of the 13F portfolio, value $811,606.

    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 15,869 shares
    Change vs previous 13F -5,582 shares

    0.38% of the 13F portfolio, value $925,790.

    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 21,451 shares
    Change vs previous 13F -401 shares

    0.52% of the 13F portfolio, value $1,243,936.

    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 21,852 shares
    Change vs previous 13F -179 shares

    0.57% of the 13F portfolio, value $1,370,133.

    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 22,031 shares
    Change vs previous 13F -4,264 shares

    0.58% of the 13F portfolio, value $1,260,405.

    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 26,295 shares
    Change vs previous 13F -1,002 shares

    0.7% of the 13F portfolio, value $1,488,030.

    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 27,297 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,516,965.

    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).