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CATHY PARETO & ASSOCIATES, INC: DFAT position timeline

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

CATHY PARETO & ASSOCIATES, INC held 4,908 DFAT 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 4,908 shares
    Change vs previous 13F +17 shares

    0.2% of the 13F portfolio, value $343,079.

    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 4,891 shares
    Change vs previous 13F +16 shares

    0.21% of the 13F portfolio, value $305,503.

    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 4,875 shares
    Change vs previous 13F +19 shares

    0.2% of the 13F portfolio, value $290,301.

    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 4,856 shares
    Change vs previous 13F +23 shares

    0.21% of the 13F portfolio, value $282,687.

    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 4,833 shares
    Change vs previous 13F +22 shares

    0.22% of the 13F portfolio, value $260,808.

    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 4,811 shares
    Change vs previous 13F +14 shares

    0.22% of the 13F portfolio, value $247,738.

    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).

  7. period ended2024-12-31
    13F 4,797 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $266,982.

    13F-HR 0001085146-25-000400 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).