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Disclosery

Kathleen S. Wright Associates Inc.: QVAL position timeline

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

Kathleen S. Wright Associates Inc. held 105,374 QVAL 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 105,374 shares
    Change vs previous 13F -957 shares

    1.82% of the 13F portfolio, value $4,915,684.

    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 106,331 shares
    Change vs previous 13F -2,383 shares

    1.83% of the 13F portfolio, value $4,679,635.

    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 108,714 shares
    Change vs previous 13F -5,730 shares

    1.92% of the 13F portfolio, value $4,636,636.

    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 114,444 shares
    Change vs previous 13F +1,005 shares

    2.13% of the 13F portfolio, value $5,114,258.

    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 113,439 shares
    Change vs previous 13F +279 shares

    2.16% of the 13F portfolio, value $5,231,733.

    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 113,160 shares
    Change vs previous 13F +5,662 shares

    2.23% of the 13F portfolio, value $4,855,001.

    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 107,498 shares
    Change vs previous 13F +5,999 shares

    2.27% of the 13F portfolio, value $4,823,869.

    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 101,499 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $4,105,051.

    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).