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Disclosery

Kathleen S. Wright Associates Inc.: IVAL position timeline

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

Kathleen S. Wright Associates Inc. held 2,000 IVAL 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 2,000 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $60,336.

    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 2,000 shares
    Change vs previous 13F -8,419 shares

    0.02% of the 13F portfolio, value $55,760.

    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 10,419 shares
    Change vs previous 13F -78 shares

    0.11% of the 13F portfolio, value $266,093.

    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 10,497 shares
    Change vs previous 13F +82 shares

    0.11% of the 13F portfolio, value $252,138.

    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 10,415 shares
    Change vs previous 13F -4,222 shares

    0.11% of the 13F portfolio, value $268,584.

    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 14,637 shares
    Change vs previous 13F +218 shares

    0.17% of the 13F portfolio, value $364,907.

    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 14,419 shares
    Change vs previous 13F +786 shares

    0.18% of the 13F portfolio, value $389,029.

    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 13,633 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $341,446.

    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).