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Disclosery

Kathleen S. Wright Associates Inc.: IVV position timeline

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

Kathleen S. Wright Associates Inc. held 4,520 IVV 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 4,520 shares
    Change vs previous 13F -38 shares

    1.12% of the 13F portfolio, value $3,025,298.

    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 4,558 shares
    Change vs previous 13F +3 shares

    1.1% of the 13F portfolio, value $2,829,920.

    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 4,555 shares
    Change vs previous 13F -111 shares

    1.06% of the 13F portfolio, value $2,559,699.

    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 4,666 shares
    Change vs previous 13F +97 shares

    1.14% of the 13F portfolio, value $2,746,843.

    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 4,569 shares
    Change vs previous 13F -58 shares

    1.09% of the 13F portfolio, value $2,635,328.

    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 4,627 shares
    Change vs previous 13F -117 shares

    1.16% of the 13F portfolio, value $2,532,199.

    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 4,744 shares
    Change vs previous 13F +30 shares

    1.18% of the 13F portfolio, value $2,494,058.

    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 4,714 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $2,251,383.

    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).