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Kathleen S. Wright Associates Inc.: VOO position timeline

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

Kathleen S. Wright Associates Inc. held 47,275 VOO 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 47,275 shares
    Change vs previous 13F +2,011 shares

    10.74% of the 13F portfolio, value $28,950,079.

    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 45,264 shares
    Change vs previous 13F +1,433 shares

    10.03% of the 13F portfolio, value $25,711,447.

    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 43,831 shares
    Change vs previous 13F +4,989 shares

    9.31% of the 13F portfolio, value $22,525,313.

    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 38,842 shares
    Change vs previous 13F +2,573 shares

    8.72% of the 13F portfolio, value $20,928,677.

    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 36,269 shares
    Change vs previous 13F +4,417 shares

    7.9% of the 13F portfolio, value $19,138,135.

    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 31,852 shares
    Change vs previous 13F +1,477 shares

    7.32% of the 13F portfolio, value $15,930,385.

    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 30,375 shares
    Change vs previous 13F +1,592 shares

    6.88% of the 13F portfolio, value $14,601,497.

    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 28,783 shares
    Change vs previous 13F not available

    6.4% of the 13F portfolio, value $12,572,290.

    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).