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CATHY PARETO & ASSOCIATES, INC: CLOI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CATHY PARETO & ASSOCIATES, INC on CLOI, newest first. How the timeline and the estimate are built.

CATHY PARETO & ASSOCIATES, INC held 83,234 CLOI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,234 shares
    Change vs previous 13F +22,841 shares

    2.58% of the 13F portfolio, value $4,407,262.

    13F-HR 0002045974-26-000003 filed by CATHY PARETO & 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 ended2026-03-31
    13F 60,393 shares
    Change vs previous 13F +10,650 shares

    2.14% of the 13F portfolio, value $3,182,750.

    13F-HR 0002045974-26-000002 filed by CATHY PARETO & 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 ended2025-12-31
    13F 49,743 shares
    Change vs previous 13F +20,493 shares

    1.82% of the 13F portfolio, value $2,626,962.

    13F-HR 0002045974-26-000001 filed by CATHY PARETO & 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 ended2025-09-30
    13F 29,250 shares
    Change vs previous 13F +8,334 shares

    1.17% of the 13F portfolio, value $1,553,196.

    13F-HR 0002045974-25-000002 filed by CATHY PARETO & 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 ended2025-06-30
    13F 20,916 shares
    Change vs previous 13F +5,991 shares

    0.92% of the 13F portfolio, value $1,107,528.

    13F-HR 0001085146-25-003778 filed by CATHY PARETO & 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 ended2025-03-31
    13F 14,925 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $788,621.

    13F-HR 0001085146-25-002000 filed by CATHY PARETO & ASSOCIATES, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).