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Disclosery

Kathleen S. Wright Associates Inc.: VT position timeline

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

Kathleen S. Wright Associates Inc. held 9,072 VT 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 9,072 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,250,122.

    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 9,072 shares
    Change vs previous 13F -277 shares

    0.46% of the 13F portfolio, value $1,165,933.

    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 9,349 shares
    Change vs previous 13F -900 shares

    0.45% of the 13F portfolio, value $1,084,017.

    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 10,249 shares
    Change vs previous 13F -1,255 shares

    0.5% of the 13F portfolio, value $1,204,274.

    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 11,504 shares
    Change vs previous 13F -16 shares

    0.57% of the 13F portfolio, value $1,376,905.

    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 11,520 shares
    Change vs previous 13F +435 shares

    0.6% of the 13F portfolio, value $1,298,413.

    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 11,085 shares
    Change vs previous 13F +710 shares

    0.58% of the 13F portfolio, value $1,224,221.

    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 10,375 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,066,804.

    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).