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Disclosery

Kathleen S. Wright Associates Inc.: SCHF position timeline

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

Kathleen S. Wright Associates Inc. held 274,365 SCHF 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 274,365 shares
    Change vs previous 13F +9,425 shares

    2.37% of the 13F portfolio, value $6,387,214.

    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 264,940 shares
    Change vs previous 13F +2,381 shares

    2.29% of the 13F portfolio, value $5,855,171.

    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 262,559 shares
    Change vs previous 13F -565 shares

    2.15% of the 13F portfolio, value $5,193,425.

    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 263,124 shares
    Change vs previous 13F +133,643 shares

    2.03% of the 13F portfolio, value $4,867,802.

    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 129,481 shares
    Change vs previous 13F +12,895 shares

    2.2% of the 13F portfolio, value $5,324,268.

    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 116,586 shares
    Change vs previous 13F +3,864 shares

    2.06% of the 13F portfolio, value $4,479,220.

    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 112,722 shares
    Change vs previous 13F +5,252 shares

    2.07% of the 13F portfolio, value $4,398,398.

    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 107,470 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $3,972,078.

    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).