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Disclosery

Kathleen S. Wright Associates Inc.: SPBO position timeline

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

Kathleen S. Wright Associates Inc. held 50,348 SPBO 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 50,348 shares
    Change vs previous 13F +5,562 shares

    0.55% of the 13F portfolio, value $1,491,812.

    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 44,786 shares
    Change vs previous 13F -1,481 shares

    0.51% of the 13F portfolio, value $1,308,649.

    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 46,267 shares
    Change vs previous 13F -4,245 shares

    0.56% of the 13F portfolio, value $1,343,124.

    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 50,512 shares
    Change vs previous 13F +2,938 shares

    0.6% of the 13F portfolio, value $1,446,651.

    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 47,574 shares
    Change vs previous 13F +10,585 shares

    0.59% of the 13F portfolio, value $1,428,652.

    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 36,989 shares
    Change vs previous 13F -705 shares

    0.49% of the 13F portfolio, value $1,061,578.

    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 37,694 shares
    Change vs previous 13F +762 shares

    0.52% of the 13F portfolio, value $1,097,279.

    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 36,932 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,086,183.

    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).