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Disclosery

Kathleen S. Wright Associates Inc.: VMBS position timeline

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

Kathleen S. Wright Associates Inc. held 22,539 VMBS 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 22,539 shares
    Change vs previous 13F +2,214 shares

    0.39% of the 13F portfolio, value $1,058,430.

    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 20,325 shares
    Change vs previous 13F -567 shares

    0.37% of the 13F portfolio, value $941,862.

    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 20,892 shares
    Change vs previous 13F -2,391 shares

    0.4% of the 13F portfolio, value $967,502.

    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 23,283 shares
    Change vs previous 13F +128 shares

    0.44% of the 13F portfolio, value $1,055,672.

    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 23,155 shares
    Change vs previous 13F +3,484 shares

    0.45% of the 13F portfolio, value $1,093,170.

    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 19,671 shares
    Change vs previous 13F -1,647 shares

    0.41% of the 13F portfolio, value $893,059.

    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 21,318 shares
    Change vs previous 13F -358 shares

    0.46% of the 13F portfolio, value $972,335.

    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 21,676 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,004,886.

    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).