$119 Million is the total value of Kathleen S. Wright Associates Inc.'s 157 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 11.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $16,133,000 | -24.6% | 59,092 | -2.5% | 13.58% | -13.0% |
| EES | Sell | WISDOMTREE TRus smallcap fund | $7,164,000 | -16.2% | 174,219 | -2.2% | 6.03% | -3.3% |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $4,978,000 | -11.4% | 159,393 | +7.7% | 4.19% | +2.2% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $4,586,000 | -9.3% | 71,963 | +6.4% | 3.86% | +4.7% |
| BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $3,524,000 | -21.4% | 79,254 | 0.0% | 2.96% | -9.3% | |
| USMV | Buy | ISHARES TRmsci usa min vol | $3,466,000 | -7.7% | 49,365 | +1.9% | 2.92% | +6.4% |
| QVAL | Buy | EA SERIES TRUSTus quan value | $3,438,000 | -15.7% | 115,068 | +3.2% | 2.89% | -2.8% |
| VOO | Buy | VANGUARD INDEX FDS | $3,316,000 | +19.2% | 9,560 | +42.7% | 2.79% | +37.5% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $3,035,000 | -17.3% | 13,615 | +6.7% | 2.55% | -4.6% |
| AXP | Buy | AMERICAN EXPRESS CO | $2,942,000 | -25.9% | 21,227 | +0.0% | 2.48% | -14.5% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $2,793,000 | -8.4% | 18,645 | +7.6% | 2.35% | +5.7% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $2,656,000 | -3.6% | 19,477 | +19.0% | 2.24% | +11.2% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $2,350,000 | -1.2% | 11,932 | +19.3% | 1.98% | +13.9% |
| DLS | Sell | WISDOMTREE TRintl smcap div | $2,296,000 | -15.6% | 39,324 | -0.8% | 1.93% | -2.7% |
| MFEM | Sell | PIMCO EQUITY SERrafi dyn emerg | $2,224,000 | -22.2% | 120,635 | -11.4% | 1.87% | -10.3% |
| MOTI | Sell | VANECK ETF TRUSTmrngstr int moat | $2,112,000 | -13.1% | 73,140 | -4.5% | 1.78% | +0.3% |
| VIOO | Buy | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $2,043,000 | -13.3% | 12,014 | +1.0% | 1.72% | 0.0% |
| HTRB | Sell | HARTFORD FDS EXCHANGE TRADEDtotal rtrn etf | $1,975,000 | -8.1% | 57,752 | -1.1% | 1.66% | +6.0% |
| DINT | Sell | DAVIS FUNDAMENTAL ETF TRselct intl etf | $1,956,000 | -17.2% | 117,784 | -12.1% | 1.65% | -4.4% |
| VIGI | Buy | VANGUARD WHITEHALL FDSintl dvd etf | $1,794,000 | +7.0% | 26,145 | +23.3% | 1.51% | +23.5% |
| MKL | MARKEL CORP | $1,786,000 | -12.3% | 1,381 | 0.0% | 1.50% | +1.1% | |
| JMST | Buy | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $1,779,000 | +1.8% | 35,116 | +1.8% | 1.50% | +17.5% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,705,000 | -6.5% | 4,498 | +11.9% | 1.44% | +7.8% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $1,584,000 | -7.7% | 7,543 | +0.0% | 1.33% | +6.5% |
| JNJ | JOHNSON & JOHNSON | $1,456,000 | +0.2% | 8,200 | 0.0% | 1.22% | +15.6% | |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $1,387,000 | +6.4% | 7,874 | +28.5% | 1.17% | +22.8% |
| XSOE | Sell | WISDOMTREE TRem ex st-owned | $1,359,000 | -27.0% | 47,371 | -16.9% | 1.14% | -15.7% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $1,344,000 | -6.6% | 17,856 | -1.3% | 1.13% | +7.7% |
| DGS | Buy | WISDOMTREE TRemg mkts smcap | $1,238,000 | -15.6% | 27,735 | +0.8% | 1.04% | -2.6% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $1,200,000 | -14.0% | 11,624 | +3.2% | 1.01% | -0.8% |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $1,134,000 | -12.6% | 17,919 | -0.4% | 0.95% | +0.8% |
| EEMV | Buy | ISHARES INCmsci emerg mrkt | $1,083,000 | +52.1% | 19,544 | +67.5% | 0.91% | +75.5% |
| AMZN | Buy | AMAZON COM INC | $1,060,000 | -34.6% | 9,980 | +1908.0% | 0.89% | -24.5% |
| DEO | DIAGEO PLCspon adr new | $997,000 | -14.3% | 5,725 | 0.0% | 0.84% | -1.1% | |
| V | Buy | VISA INC | $977,000 | -11.3% | 4,964 | +0.0% | 0.82% | +2.4% |
| EWX | Buy | SPDR INDEX SHS FDSs&p emktsc etf | $951,000 | -5.7% | 19,544 | +9.9% | 0.80% | +8.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $889,000 | -21.3% | 408 | +0.5% | 0.75% | -9.2% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $818,000 | +14.9% | 26,008 | +34.1% | 0.69% | +32.6% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $761,000 | -16.6% | 5,671 | -2.0% | 0.64% | -3.8% |
| PNC | PNC FINL SVCS GROUP INC | $752,000 | -14.4% | 4,765 | 0.0% | 0.63% | -1.2% | |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $724,000 | -2.3% | 3,201 | +15.9% | 0.61% | +12.6% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $719,000 | -0.8% | 6,022 | +1.4% | 0.60% | +14.4% |
| KO | COCA COLA CO | $692,000 | +1.5% | 11,000 | 0.0% | 0.58% | +17.1% | |
| EUSA | Buy | ISHARES INCmsci equal weite | $669,000 | -16.7% | 9,476 | +0.1% | 0.56% | -3.9% |
| GOOG | ALPHABET INCcap stk cl c | $634,000 | -21.7% | 290 | 0.0% | 0.53% | -9.8% | |
| DUSA | DAVIS FUNDAMENTAL ETF TRselect us eqty | $613,000 | -16.9% | 22,388 | 0.0% | 0.52% | -4.1% | |
| WFC | WELLS FARGO CO NEW | $580,000 | -19.2% | 14,817 | 0.0% | 0.49% | -6.9% | |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $572,000 | +16.0% | 19,838 | +38.0% | 0.48% | +33.6% |
| QLTA | Buy | ISHARES TRa rate cp bd etf | $571,000 | -5.3% | 11,837 | +1.8% | 0.48% | +9.1% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $564,000 | -42.9% | 6,614 | -32.1% | 0.48% | -34.0% |
| PFE | PFIZER INC | $524,000 | +1.2% | 10,000 | 0.0% | 0.44% | +16.7% | |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $521,000 | -17.8% | 16,551 | +0.1% | 0.44% | -5.2% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $500,000 | +42.9% | 10,450 | +49.4% | 0.42% | +65.1% |
| DIS | Sell | DISNEY WALT CO | $491,000 | -39.3% | 5,200 | -11.9% | 0.41% | -30.0% |
| HEFA | ISHARES TRhdg msci eafe | $489,000 | -6.1% | 15,361 | 0.0% | 0.41% | +8.2% | |
| WTM | WHITE MTNS INS GROUP LTD | $474,000 | +9.7% | 380 | 0.0% | 0.40% | +26.7% | |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $440,000 | +45.2% | 12,652 | +61.4% | 0.37% | +67.4% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $439,000 | -11.3% | 3,057 | +0.1% | 0.37% | +2.2% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $428,000 | +5.7% | 4,628 | +23.3% | 0.36% | +22.0% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $428,000 | +10.0% | 1,675 | +8.1% | 0.36% | +26.8% |
| IVAL | Sell | EA SERIES TRUSTintl quan value | $422,000 | -22.3% | 18,781 | -8.2% | 0.36% | -10.4% |
| SHYG | ISHARES TR0-5yr hi yl cp | $420,000 | -7.9% | 10,367 | 0.0% | 0.35% | +6.0% | |
| ANSS | ANSYS INC | $414,000 | -24.7% | 1,730 | 0.0% | 0.35% | -13.2% | |
| IVOO | Buy | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $413,000 | -15.7% | 2,698 | +0.1% | 0.35% | -2.5% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $403,000 | -0.5% | 8,053 | -0.1% | 0.34% | +14.9% |
| RODM | Sell | LATTICE STRATEGIES TRhartford mlt etf | $391,000 | -17.3% | 15,712 | -3.2% | 0.33% | -4.6% |
| CSGP | COSTAR GROUP INC | $350,000 | -9.3% | 5,800 | 0.0% | 0.30% | +4.6% | |
| ROST | Buy | ROSS STORES INC | $309,000 | -22.4% | 4,403 | +0.0% | 0.26% | -10.3% |
| SCHR | Buy | SCHWAB STRATEGIC TRint-trm u.s tres | $275,000 | +118.3% | 5,337 | +126.3% | 0.23% | +151.1% |
| MA | MASTERCARD INCORPORATEDcl a | $252,000 | -11.9% | 800 | 0.0% | 0.21% | +1.4% | |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $244,000 | -5.4% | 5,868 | +4.8% | 0.20% | +9.0% |
| SPBO | Buy | SPDR SER TRportfolio crport | $244,000 | +90.6% | 8,255 | +106.6% | 0.20% | +120.4% |
| SCHW | Buy | SCHWAB CHARLES CORP | $241,000 | -24.9% | 3,812 | +0.1% | 0.20% | -13.2% |
| ROSC | LATTICE STRATEGIES TRhartford mlt sml | $230,000 | -11.9% | 6,794 | 0.0% | 0.19% | +2.1% | |
| MCO | MOODYS CORP | $218,000 | -19.3% | 800 | 0.0% | 0.18% | -7.1% | |
| VYMI | Buy | VANGUARD WHITEHALL FDSintl high etf | $207,000 | -12.3% | 3,523 | +0.9% | 0.17% | +1.2% |
| CSWI | CSW INDUSTRIALS INC | $206,000 | -12.3% | 2,000 | 0.0% | 0.17% | +1.2% | |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $187,000 | -10.5% | 3,475 | 0.0% | 0.16% | +3.3% | |
| ROUS | LATTICE STRATEGIES TRhartford us eqty | $160,000 | -11.1% | 4,277 | 0.0% | 0.14% | +3.1% | |
| BKNG | BOOKING HOLDINGS INC | $157,000 | -25.6% | 90 | 0.0% | 0.13% | -14.3% | |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $153,000 | -9.5% | 1,508 | +0.4% | 0.13% | +4.9% |
| NSC | Buy | NORFOLK SOUTHN CORP | $151,000 | -20.1% | 667 | +0.6% | 0.13% | -8.0% |
| BX | BLACKSTONE INC | $146,000 | -28.1% | 1,600 | 0.0% | 0.12% | -16.9% | |
| DKS | DICKS SPORTING GOODS INC | $136,000 | -24.4% | 1,800 | 0.0% | 0.11% | -13.0% | |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $132,000 | -17.0% | 765 | +0.3% | 0.11% | -4.3% |
| CABO | CABLE ONE INC | $122,000 | -12.2% | 95 | 0.0% | 0.10% | +2.0% | |
| IEFA | Buy | ISHARES TRcore msci eafe | $123,000 | -8.9% | 2,091 | +8.0% | 0.10% | +5.1% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $121,000 | +86.2% | 3,105 | +125.0% | 0.10% | +117.0% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $113,000 | -22.6% | 1,795 | -6.9% | 0.10% | -10.4% |
| TGT | TARGET CORP | $107,000 | -33.5% | 760 | 0.0% | 0.09% | -23.1% | |
| MUB | Buy | ISHARES TRnational mun etf | $97,000 | +79.6% | 908 | +83.1% | 0.08% | +110.3% |
| IJK | ISHARES TRs&p mc 400gr etf | $96,000 | -17.9% | 1,512 | 0.0% | 0.08% | -4.7% | |
| ARKK | ARK ETF TRinnovation etf | $84,000 | -40.0% | 2,115 | 0.0% | 0.07% | -30.4% | |
| CB | CHUBB LIMITED | $83,000 | -7.8% | 420 | 0.0% | 0.07% | +6.1% | |
| DFNL | DAVIS FUNDAMENTAL ETF TRselect finl | $81,000 | -16.5% | 3,125 | 0.0% | 0.07% | -4.2% | |
| UBER | Sell | UBER TECHNOLOGIES INC | $75,000 | -44.0% | 3,687 | -2.0% | 0.06% | -35.7% |
| BR | BROADRIDGE FINL SOLUTIONS IN | $68,000 | -8.1% | 477 | 0.0% | 0.06% | +5.6% | |
| VDE | VANGUARD WORLD FDSenergy etf | $64,000 | -7.2% | 645 | 0.0% | 0.05% | +8.0% | |
| BIDU | BAIDU INCspon adr rep a | $59,000 | +11.3% | 400 | 0.0% | 0.05% | +28.2% | |
| INTC | INTEL CORP | $60,000 | -24.1% | 1,600 | 0.0% | 0.05% | -13.8% | |
| GHC | GRAHAM HLDGS CO | $57,000 | -6.6% | 100 | 0.0% | 0.05% | +9.1% | |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $56,000 | +36.6% | 1,371 | +59.2% | 0.05% | +56.7% |
| AMLP | ALPS ETF TRalerian mlp | $53,000 | -10.2% | 1,546 | 0.0% | 0.04% | +4.7% | |
| XOM | EXXON MOBIL CORP | $45,000 | +2.3% | 528 | 0.0% | 0.04% | +18.8% | |
| MHK | MOHAWK INDS INC | $43,000 | 0.0% | 350 | 0.0% | 0.04% | +16.1% | |
| SUB | Buy | ISHARES TRshrt nat mun etf | $42,000 | +55.6% | 402 | +55.2% | 0.04% | +75.0% |
| CDK | CDK GLOBAL INC | $38,000 | +11.8% | 700 | 0.0% | 0.03% | +28.0% | |
| WDAY | WORKDAY INCcl a | $35,000 | -41.7% | 250 | 0.0% | 0.03% | -34.1% | |
| AFRM | Buy | AFFIRM HLDGS INC | $35,000 | -41.7% | 1,936 | +48.8% | 0.03% | -34.1% |
| VRSK | VERISK ANALYTICS INC | $35,000 | -18.6% | 200 | 0.0% | 0.03% | -6.5% | |
| SGOV | New | ISHARES TR0-3 mnth treasry | $33,000 | – | 330 | +100.0% | 0.03% | – |
| EQT | New | EQT CORP | $32,000 | – | 923 | +100.0% | 0.03% | – |
| PAYC | PAYCOM SOFTWARE INC | $32,000 | -20.0% | 115 | 0.0% | 0.03% | -6.9% | |
| OMI | New | OWENS & MINOR INC NEW | $30,000 | – | 939 | +100.0% | 0.02% | – |
| CLAR | CLARUS CORP NEW | $30,000 | -16.7% | 1,600 | 0.0% | 0.02% | -3.8% | |
| MAR | MARRIOTT INTL INC NEWcl a | $27,000 | -22.9% | 200 | 0.0% | 0.02% | -11.5% | |
| New | AURORA INNOVATION INC | $27,000 | – | 14,151 | +100.0% | 0.02% | – | |
| SPGI | S&P GLOBAL INC | $27,000 | -18.2% | 80 | 0.0% | 0.02% | -4.2% | |
| IWM | Sell | ISHARES TRrussell 2000 etf | $22,000 | -15.4% | 127 | -0.8% | 0.02% | 0.0% |
| TSLA | TESLA INC | $20,000 | -37.5% | 30 | 0.0% | 0.02% | -26.1% | |
| MELI | MERCADOLIBRE INC | $19,000 | -47.2% | 30 | 0.0% | 0.02% | -38.5% | |
| SYY | New | SYSCO CORP | $19,000 | – | 225 | +100.0% | 0.02% | – |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $18,000 | +28.6% | 200 | +27.4% | 0.02% | +50.0% |
| AAPL | New | APPLE INC | $15,000 | – | 112 | +100.0% | 0.01% | – |
| BAC | Buy | BK OF AMERICA CORP | $14,000 | -26.3% | 462 | +0.7% | 0.01% | -14.3% |
| IGIB | Buy | ISHARES TR | $13,000 | 0.0% | 260 | +10.6% | 0.01% | +22.2% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $10,000 | -80.4% | 217 | -77.3% | 0.01% | -78.4% |
| Sell | ENOVIS CORPORATION | $9,000 | -55.0% | 166 | -66.8% | 0.01% | -46.7% | |
| SHOP | Buy | SHOPIFY INCcl a | $9,000 | -83.0% | 280 | +259.0% | 0.01% | -79.5% |
| VNQ | VANGUARD INDEX FDSreal estate etf | $9,000 | -18.2% | 100 | 0.0% | 0.01% | 0.0% | |
| QUAL | ISHARES TRmsci usa qlt fct | $7,000 | -12.5% | 60 | 0.0% | 0.01% | 0.0% | |
| SCZ | Sell | ISHARES TReafe sml cp etf | $7,000 | -69.6% | 136 | -60.1% | 0.01% | -64.7% |
| New | ESAB CORPORATION | $7,000 | – | 166 | +100.0% | 0.01% | – | |
| BAX | BAXTER INTL INC | $6,000 | -14.3% | 88 | 0.0% | 0.01% | 0.0% | |
| FB | META PLATFORMS INCcl a | $6,000 | -33.3% | 40 | 0.0% | 0.01% | -28.6% | |
| VLUE | Sell | ISHARES TRmsci usa value | $5,000 | -37.5% | 51 | -32.9% | 0.00% | -33.3% |
| ISCF | Buy | ISHARES TRmsci intl sml cp | $4,000 | 0.0% | 142 | +17.4% | 0.00% | 0.0% |
| MBB | Sell | ISHARES TRmbs etf | $3,000 | -82.4% | 34 | -79.5% | 0.00% | -75.0% |
| SPTI | Sell | SPDR SER TRportfli intrmdit | $3,000 | -82.4% | 115 | -79.4% | 0.00% | -75.0% |
| ARCHAEA ENERGY INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | +100.0% | ||
| ETRN | New | EQUITRANS MIDSTREAM CORP | $2,000 | – | 240 | +100.0% | 0.00% | – |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $2,000 | -33.3% | 20 | 0.0% | 0.00% | 0.0% | |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,000 | -50.0% | 11 | 0.0% | 0.00% | 0.0% | |
| MSFT | New | MICROSOFT CORP | $1,000 | – | 2 | +100.0% | 0.00% | – |
| F | FORD MTR CO DEL | $1,000 | -50.0% | 117 | 0.0% | 0.00% | 0.0% | |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $1,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| NFLX | Sell | NETFLIX INC | $1,000 | -97.4% | 3 | -97.1% | 0.00% | -96.4% |
| FIRST WAVE BIOPHARMA INC | $1,000 | -80.0% | 4,652 | 0.0% | 0.00% | -75.0% | ||
| Z | ZILLOW GROUP INCcl c cap stk | $1,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| RCL | ROYAL CARIBBEAN GROUP | $1,000 | -66.7% | 30 | 0.0% | 0.00% | -50.0% | |
| SBUX | STARBUCKS CORP | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| ABNB | AIRBNB INC | $1,000 | -50.0% | 12 | 0.0% | 0.00% | 0.0% | |
| MAT | MATTEL INC | $0 | – | 18 | 0.0% | 0.00% | – | |
| VIACA | PARAMOUNT GLOBAL | $0 | – | 6 | 0.0% | 0.00% | – | |
| NWL | NEWELL BRANDS INC | $0 | – | 19 | 0.0% | 0.00% | – | |
| TXRH | TEXAS ROADHOUSE INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| HAS | HASBRO INC | $0 | – | 6 | 0.0% | 0.00% | – | |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -92 | -100.0% | -0.03% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -1,060 | -100.0% | -0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 15.6% |
| WISDOMTREE TR | 8 | Q3 2023 | 6.7% |
| VANECK ETF TRUST | 8 | Q3 2023 | 5.2% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 5.9% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 4.2% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 4.3% |
| ISHARES TR | 8 | Q3 2023 | 3.2% |
| EA SERIES TRUST | 8 | Q3 2023 | 3.0% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 3.3% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 2.4% |
View Kathleen S. Wright Associates Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-02 |
View Kathleen S. Wright Associates Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.