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Livermore
Livermore
ZHEN

Kathleen S. Wright Associates Inc.

SEC CIK
0001908433
Latest filing
Oct 10, 2025

DIS holding history

Walt Disney Co in every 13F filed by Kathleen S. Wright Associates Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIS overviewAll 13F holders of DISFull Q3 2025 holdings

Shares (Q3 2025)
3,080
Value
$352.6K
% of portfolio
0.1%
Quarters held
16
Since Q4 2021
Holdings of DIS by Kathleen S. Wright Associates Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20253,080$352.6K0.1%00.0%UnchangedHolders
Q2 20253,080$381.9K0.1%00.0%UnchangedHolders
Q1 20253,080$304.0K0.1%−100−3.1%ReducedHolders
Q4 20243,180$354.1K0.1%00.0%UnchangedHolders
Q3 20243,180$305.9K0.1%00.0%UnchangedHolders
Q2 20243,180$315.7K0.1%00.0%UnchangedHolders
Q1 20243,180$389.1K0.2%00.0%UnchangedHolders
Q4 20233,180$287.1K0.1%−106−3.2%ReducedHolders
Q3 20233,286$266.3K0.1%−689−17.3%ReducedHolders
Q2 20233,975$354.9K0.2%00.0%UnchangedHolders
Q1 20233,975$398.0K0.3%−405−9.2%ReducedHolders
Q4 20224,380$381.0K0.3%−320−6.8%ReducedHolders
Q3 20224,700$443.0K0.4%−500−9.6%ReducedHolders
Q2 20225,200$491.0K0.4%−700−11.9%ReducedHolders
Q1 20225,900$809.0K0.6%+951+19.2%AddedHolders
Q4 20214,949$767.0K0.6%–No prior filingHolders