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Disclosery

Kathleen S. Wright Associates Inc.: SCHC position timeline

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

Kathleen S. Wright Associates Inc. held 127,093 SCHC 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 127,093 shares
    Change vs previous 13F +985 shares

    2.14% of the 13F portfolio, value $5,784,005.

    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 126,108 shares
    Change vs previous 13F -7,136 shares

    2.1% of the 13F portfolio, value $5,370,943.

    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 133,244 shares
    Change vs previous 13F -1,631 shares

    1.98% of the 13F portfolio, value $4,780,801.

    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 134,875 shares
    Change vs previous 13F -10,049 shares

    1.93% of the 13F portfolio, value $4,630,265.

    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 144,924 shares
    Change vs previous 13F +6,807 shares

    2.3% of the 13F portfolio, value $5,583,924.

    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 138,117 shares
    Change vs previous 13F -1,112 shares

    2.26% of the 13F portfolio, value $4,914,214.

    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 139,229 shares
    Change vs previous 13F -2,398 shares

    2.35% of the 13F portfolio, value $4,984,410.

    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 141,627 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $4,941,351.

    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).