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Kathleen S. Wright Associates Inc.: IVOO position timeline

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

Kathleen S. Wright Associates Inc. held 3,333 IVOO 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 3,333 shares
    Change vs previous 13F +8 shares

    0.14% of the 13F portfolio, value $367,906.

    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 3,325 shares
    Change vs previous 13F +8 shares

    0.14% of the 13F portfolio, value $349,055.

    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 3,317 shares
    Change vs previous 13F +8 shares

    0.14% of the 13F portfolio, value $327,408.

    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 3,309 shares
    Change vs previous 13F +17 shares

    0.15% of the 13F portfolio, value $349,125.

    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 3,292 shares
    Change vs previous 13F +8 shares

    0.14% of the 13F portfolio, value $347,785.

    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 3,284 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $325,459.

    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 3,284 shares
    Change vs previous 13F +5 shares

    0.16% of the 13F portfolio, value $338,266.

    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 3,279 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $308,099.

    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).