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Disclosery

Kathleen S. Wright Associates Inc.: MFEM position timeline

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

Kathleen S. Wright Associates Inc. held 12,064 MFEM 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 12,064 shares
    Change vs previous 13F +44 shares

    0.1% of the 13F portfolio, value $271,670.

    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 12,020 shares
    Change vs previous 13F +37 shares

    0.1% of the 13F portfolio, value $254,322.

    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 11,983 shares
    Change vs previous 13F -2,786 shares

    0.09% of the 13F portfolio, value $228,496.

    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 14,769 shares
    Change vs previous 13F -5,324 shares

    0.12% of the 13F portfolio, value $280,831.

    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 20,093 shares
    Change vs previous 13F -1,580 shares

    0.18% of the 13F portfolio, value $426,442.

    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 21,673 shares
    Change vs previous 13F -5,716 shares

    0.2% of the 13F portfolio, value $443,500.

    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 27,389 shares
    Change vs previous 13F -9,637 shares

    0.25% of the 13F portfolio, value $535,558.

    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 37,026 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $710,307.

    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).