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Disclosery

Kathleen S. Wright Associates Inc.: EES position timeline

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

Kathleen S. Wright Associates Inc. held 134,121 EES 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 134,121 shares
    Change vs previous 13F -579 shares

    2.78% of the 13F portfolio, value $7,493,320.

    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 134,700 shares
    Change vs previous 13F -2,337 shares

    2.68% of the 13F portfolio, value $6,864,305.

    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 137,037 shares
    Change vs previous 13F -246 shares

    2.77% of the 13F portfolio, value $6,692,907.

    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 137,283 shares
    Change vs previous 13F -2,559 shares

    3.08% of the 13F portfolio, value $7,405,067.

    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 139,842 shares
    Change vs previous 13F -1,079 shares

    3.04% of the 13F portfolio, value $7,376,680.

    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 140,921 shares
    Change vs previous 13F +805 shares

    3.05% of the 13F portfolio, value $6,641,592.

    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 140,116 shares
    Change vs previous 13F -3,771 shares

    3.31% of the 13F portfolio, value $7,022,624.

    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 143,887 shares
    Change vs previous 13F not available

    3.64% of the 13F portfolio, value $7,165,601.

    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).