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Disclosery

Kathleen S. Wright Associates Inc.: USMV position timeline

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

Kathleen S. Wright Associates Inc. held 63,955 USMV 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 63,955 shares
    Change vs previous 13F +58 shares

    2.26% of the 13F portfolio, value $6,084,676.

    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 63,897 shares
    Change vs previous 13F +1,505 shares

    2.34% of the 13F portfolio, value $5,997,967.

    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 62,392 shares
    Change vs previous 13F +103 shares

    2.42% of the 13F portfolio, value $5,843,666.

    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 62,289 shares
    Change vs previous 13F +1,804 shares

    2.3% of the 13F portfolio, value $5,530,657.

    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 60,485 shares
    Change vs previous 13F -1,269 shares

    2.28% of the 13F portfolio, value $5,522,869.

    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 61,754 shares
    Change vs previous 13F -3,496 shares

    2.38% of the 13F portfolio, value $5,184,892.

    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 65,250 shares
    Change vs previous 13F -1,733 shares

    2.57% of the 13F portfolio, value $5,453,618.

    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 66,983 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $5,226,723.

    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).