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Disclosery

Kathleen S. Wright Associates Inc.: VB position timeline

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

Kathleen S. Wright Associates Inc. held 15,224 VB 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 15,224 shares
    Change vs previous 13F +634 shares

    1.44% of the 13F portfolio, value $3,871,130.

    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 14,590 shares
    Change vs previous 13F -40 shares

    1.35% of the 13F portfolio, value $3,457,649.

    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 14,630 shares
    Change vs previous 13F +107 shares

    1.34% of the 13F portfolio, value $3,244,306.

    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 14,523 shares
    Change vs previous 13F +589 shares

    1.45% of the 13F portfolio, value $3,489,609.

    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 13,934 shares
    Change vs previous 13F +1,496 shares

    1.36% of the 13F portfolio, value $3,305,299.

    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 12,438 shares
    Change vs previous 13F +327 shares

    1.25% of the 13F portfolio, value $2,712,064.

    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 12,111 shares
    Change vs previous 13F -290 shares

    1.3% of the 13F portfolio, value $2,768,540.

    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 12,401 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $2,645,467.

    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).