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Disclosery

Kathleen S. Wright Associates Inc.: SGOV position timeline

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

Kathleen S. Wright Associates Inc. held 133,816 SGOV 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 133,816 shares
    Change vs previous 13F -13,974 shares

    5% of the 13F portfolio, value $13,475,282.

    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 147,790 shares
    Change vs previous 13F +6,636 shares

    5.81% of the 13F portfolio, value $14,881,003.

    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 141,154 shares
    Change vs previous 13F +15,759 shares

    5.87% of the 13F portfolio, value $14,209,945.

    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 125,395 shares
    Change vs previous 13F -11,712 shares

    5.24% of the 13F portfolio, value $12,581,158.

    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 137,107 shares
    Change vs previous 13F -3,159 shares

    5.7% of the 13F portfolio, value $13,806,316.

    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 140,266 shares
    Change vs previous 13F -2,772 shares

    6.49% of the 13F portfolio, value $14,124,097.

    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 143,038 shares
    Change vs previous 13F -18,423 shares

    6.79% of the 13F portfolio, value $14,403,512.

    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 161,461 shares
    Change vs previous 13F not available

    8.24% of the 13F portfolio, value $16,191,255.

    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).