Skip to content
Disclosery

Kathleen S. Wright Associates Inc.: VTI position timeline

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

Kathleen S. Wright Associates Inc. held 22,129 VTI 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 22,129 shares
    Change vs previous 13F +760 shares

    2.69% of the 13F portfolio, value $7,262,074.

    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 21,369 shares
    Change vs previous 13F +1,917 shares

    2.53% of the 13F portfolio, value $6,494,680.

    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 19,452 shares
    Change vs previous 13F +820 shares

    2.21% of the 13F portfolio, value $5,346,188.

    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 18,632 shares
    Change vs previous 13F +2,640 shares

    2.25% of the 13F portfolio, value $5,404,185.

    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 15,992 shares
    Change vs previous 13F +1,327 shares

    1.87% of the 13F portfolio, value $4,528,916.

    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 14,665 shares
    Change vs previous 13F +4,975 shares

    1.81% of the 13F portfolio, value $3,932,769.

    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 9,690 shares
    Change vs previous 13F +939 shares

    1.18% of the 13F portfolio, value $2,512,671.

    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 8,751 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $2,074,263.

    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).