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Kathleen S. Wright Associates Inc.

SEC CIK
0001908433
Latest filing
Oct 10, 2025

SPGI holding history

S&P Global Inc. 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.

SPGI overviewAll 13F holders of SPGIFull Q3 2025 holdings

Shares (Q3 2025)
100
Value
$48.1K
% of portfolio
<0.1%
Quarters held
14
Since Q4 2021
Holdings of SPGI by Kathleen S. Wright Associates Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2025100$48.1K<0.1%00.0%UnchangedHolders
Q2 2025100$53.1K<0.1%00.0%UnchangedHolders
Q1 2025100$50.3K<0.1%00.0%UnchangedHolders
Q4 2024100$49.1K<0.1%00.0%UnchangedHolders
Q3 2024100$51.5K<0.1%+20+25.0%AddedHolders
Q2 202480$38.5K<0.1%+8+11.1%AddedHolders
Q1 202472$30.0K<0.1%00.0%UnchangedHolders
Q4 202372$31.6K<0.1%+2+2.9%AddedHolders
Q3 202370$25.1K<0.1%+70NewHolders
Q1 20230$00.0%−85−100.0%Sold outHolders
Q4 202285$28.0K<0.1%+5+6.3%AddedHolders
Q3 202280$24.0K<0.1%00.0%UnchangedHolders
Q2 202280$27.0K<0.1%00.0%UnchangedHolders
Q1 202280$33.0K<0.1%00.0%UnchangedHolders
Q4 202180$38.0K<0.1%–No prior filingHolders