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Kathleen S. Wright Associates Inc.: VIGI position timeline

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

Kathleen S. Wright Associates Inc. held 79,851 VIGI 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 79,851 shares
    Change vs previous 13F +907 shares

    2.65% of the 13F portfolio, value $7,152,217.

    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 78,944 shares
    Change vs previous 13F +2,504 shares

    2.78% of the 13F portfolio, value $7,114,425.

    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 76,440 shares
    Change vs previous 13F +2,510 shares

    2.62% of the 13F portfolio, value $6,339,934.

    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 73,930 shares
    Change vs previous 13F +554 shares

    2.46% of the 13F portfolio, value $5,913,679.

    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 73,376 shares
    Change vs previous 13F +186 shares

    2.67% of the 13F portfolio, value $6,475,722.

    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 73,190 shares
    Change vs previous 13F +12,919 shares

    2.73% of the 13F portfolio, value $5,952,516.

    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 60,271 shares
    Change vs previous 13F +215 shares

    2.31% of the 13F portfolio, value $4,910,428.

    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 60,056 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $4,764,033.

    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).