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Disclosery

Kathleen S. Wright Associates Inc.: SPEM position timeline

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

Kathleen S. Wright Associates Inc. held 53,010 SPEM 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 53,010 shares
    Change vs previous 13F +1,358 shares

    0.92% of the 13F portfolio, value $2,481,384.

    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 51,652 shares
    Change vs previous 13F -1,236 shares

    0.86% of the 13F portfolio, value $2,207,593.

    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 52,888 shares
    Change vs previous 13F -333 shares

    0.86% of the 13F portfolio, value $2,082,183.

    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 53,221 shares
    Change vs previous 13F +747 shares

    0.85% of the 13F portfolio, value $2,042,072.

    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 52,474 shares
    Change vs previous 13F +3,154 shares

    0.89% of the 13F portfolio, value $2,166,114.

    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 49,320 shares
    Change vs previous 13F -1,330 shares

    0.85% of the 13F portfolio, value $1,857,873.

    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 50,650 shares
    Change vs previous 13F +644 shares

    0.86% of the 13F portfolio, value $1,833,041.

    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 50,006 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,770,730.

    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).