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Disclosery

Kathleen S. Wright Associates Inc.: SHY position timeline

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

Kathleen S. Wright Associates Inc. held 14,718 SHY 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 14,718 shares
    Change vs previous 13F -10 shares

    0.45% of the 13F portfolio, value $1,221,043.

    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 14,728 shares
    Change vs previous 13F +2,400 shares

    0.48% of the 13F portfolio, value $1,220,323.

    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 12,328 shares
    Change vs previous 13F -1,248 shares

    0.42% of the 13F portfolio, value $1,019,868.

    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 13,576 shares
    Change vs previous 13F +1,085 shares

    0.46% of the 13F portfolio, value $1,113,044.

    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 12,491 shares
    Change vs previous 13F +1,108 shares

    0.43% of the 13F portfolio, value $1,037,911.

    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 11,383 shares
    Change vs previous 13F -803 shares

    0.43% of the 13F portfolio, value $929,460.

    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 12,186 shares
    Change vs previous 13F +1,479 shares

    0.47% of the 13F portfolio, value $996,546.

    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 10,707 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $878,409.

    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).