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Disclosery

Kathleen S. Wright Associates Inc.: VSS position timeline

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

Kathleen S. Wright Associates Inc. held 15,100 VSS 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 15,100 shares
    Change vs previous 13F -484 shares

    0.8% of the 13F portfolio, value $2,152,516.

    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 15,584 shares
    Change vs previous 13F -541 shares

    0.82% of the 13F portfolio, value $2,094,300.

    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 16,125 shares
    Change vs previous 13F -718 shares

    0.77% of the 13F portfolio, value $1,864,093.

    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 16,843 shares
    Change vs previous 13F -42 shares

    0.8% of the 13F portfolio, value $1,928,229.

    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 16,885 shares
    Change vs previous 13F -127 shares

    0.88% of the 13F portfolio, value $2,126,855.

    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 17,012 shares
    Change vs previous 13F -1,475 shares

    0.92% of the 13F portfolio, value $1,998,721.

    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 18,487 shares
    Change vs previous 13F -890 shares

    1.02% of the 13F portfolio, value $2,160,077.

    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 19,377 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,228,992.

    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).