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Disclosery

Kathleen S. Wright Associates Inc.: VBR position timeline

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

Kathleen S. Wright Associates Inc. held 17,867 VBR 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 17,867 shares
    Change vs previous 13F +206 shares

    1.38% of the 13F portfolio, value $3,729,000.

    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 17,661 shares
    Change vs previous 13F -3,857 shares

    1.34% of the 13F portfolio, value $3,444,030.

    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 21,518 shares
    Change vs previous 13F -964 shares

    1.66% of the 13F portfolio, value $4,008,595.

    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 22,482 shares
    Change vs previous 13F +46 shares

    1.86% of the 13F portfolio, value $4,460,831.

    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 22,436 shares
    Change vs previous 13F +95 shares

    1.86% of the 13F portfolio, value $4,500,624.

    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 22,341 shares
    Change vs previous 13F -756 shares

    1.88% of the 13F portfolio, value $4,087,623.

    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 23,097 shares
    Change vs previous 13F -1,366 shares

    2.08% of the 13F portfolio, value $4,419,333.

    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 24,463 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $4,394,753.

    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).