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Manager record

Kathleen S. Wright Associates Inc.

CIK 1908433 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$269.65MReported 13F valueQ3 2025 · as filed
256Holdings listed
+5.2%vs prior quartervalue change includes market moves
2Quarters on record
Oct 10Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2025Q2 2025: $256.2M$256.2MQ2 2025265 holdingsQ3 2025: $269.7M$269.7MQ3 2025256 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 10 2025 13F-HR · period Q3 2025

$269.65M · 256 holdings listed · View original SEC filing ↗
Jul 31 2025 13F-HR · period Q2 2025

$256.23M · 265 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2025 · latest filing Oct 10, 2025 · Change methodology