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Disclosery

Kathleen S. Wright Associates Inc.: SCHR position timeline

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

Kathleen S. Wright Associates Inc. held 110,723 SCHR 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 110,723 shares
    Change vs previous 13F +10,965 shares

    1.03% of the 13F portfolio, value $2,782,469.

    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 99,758 shares
    Change vs previous 13F -3,292 shares

    0.97% of the 13F portfolio, value $2,496,951.

    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 103,050 shares
    Change vs previous 13F -889 shares

    1.06% of the 13F portfolio, value $2,561,822.

    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 103,939 shares
    Change vs previous 13F +55,554 shares

    1.05% of the 13F portfolio, value $2,524,672.

    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 48,385 shares
    Change vs previous 13F +9,552 shares

    1.01% of the 13F portfolio, value $2,448,292.

    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 38,833 shares
    Change vs previous 13F +860 shares

    0.87% of the 13F portfolio, value $1,893,863.

    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 37,973 shares
    Change vs previous 13F -563 shares

    0.88% of the 13F portfolio, value $1,862,587.

    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 38,536 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,916,007.

    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).