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Disclosery

Kathleen S. Wright Associates Inc.: HTRB position timeline

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

Kathleen S. Wright Associates Inc. held 102,738 HTRB 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 102,738 shares
    Change vs previous 13F +319 shares

    1.31% of the 13F portfolio, value $3,522,879.

    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 102,419 shares
    Change vs previous 13F +3,071 shares

    1.35% of the 13F portfolio, value $3,468,934.

    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 99,348 shares
    Change vs previous 13F +2,287 shares

    1.39% of the 13F portfolio, value $3,363,935.

    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 97,061 shares
    Change vs previous 13F +3,555 shares

    1.35% of the 13F portfolio, value $3,235,054.

    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 93,506 shares
    Change vs previous 13F +309 shares

    1.35% of the 13F portfolio, value $3,268,982.

    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 93,197 shares
    Change vs previous 13F +6,943 shares

    1.43% of the 13F portfolio, value $3,121,161.

    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 86,254 shares
    Change vs previous 13F +3,193 shares

    1.37% of the 13F portfolio, value $2,910,224.

    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 83,061 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $2,826,561.

    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).