Skip to content
Disclosery

Kathleen S. Wright Associates Inc.: SPDW position timeline

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

Kathleen S. Wright Associates Inc. held 17,514 SPDW 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 17,514 shares
    Change vs previous 13F -1,009 shares

    0.28% of the 13F portfolio, value $749,420.

    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 18,523 shares
    Change vs previous 13F -9,394 shares

    0.29% of the 13F portfolio, value $749,993.

    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 27,917 shares
    Change vs previous 13F -984 shares

    0.42% of the 13F portfolio, value $1,016,447.

    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 28,901 shares
    Change vs previous 13F +1,912 shares

    0.41% of the 13F portfolio, value $986,381.

    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 26,989 shares
    Change vs previous 13F +453 shares

    0.42% of the 13F portfolio, value $1,013,710.

    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 26,536 shares
    Change vs previous 13F +803 shares

    0.43% of the 13F portfolio, value $930,886.

    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 25,733 shares
    Change vs previous 13F -2,305 shares

    0.43% of the 13F portfolio, value $922,263.

    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 28,038 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $953,568.

    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).