CATHY PARETO & ASSOCIATES, INC: DFUS position timeline

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

CATHY PARETO & ASSOCIATES, INC held 14,006 DFUS shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

period ended2026-06-30
13F 14,006 shares
Change vs previous 13F +597 shares
0.67% of the 13F portfolio, value $1,147,682.
13F-HR 0002045974-26-000003 filed by CATHY PARETO & ASSOCIATES, INC
Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 13,409 shares
Change vs previous 13F +34 shares
0.64% of the 13F portfolio, value $950,899.
13F-HR 0002045974-26-000002 filed by CATHY PARETO & ASSOCIATES, INC
Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 13,375 shares
Change vs previous 13F +289 shares
0.69% of the 13F portfolio, value $992,025.
13F-HR 0002045974-26-000001 filed by CATHY PARETO & ASSOCIATES, INC
Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 13,086 shares
Change vs previous 13F +482 shares
0.72% of the 13F portfolio, value $947,998.
13F-HR 0002045974-25-000002 filed by CATHY PARETO & ASSOCIATES, INC
Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 12,604 shares
Change vs previous 13F +1,133 shares
0.7% of the 13F portfolio, value $844,759.
13F-HR 0001085146-25-003778 filed by CATHY PARETO & ASSOCIATES, INC
Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 11,471 shares
Change vs previous 13F -256 shares
0.61% of the 13F portfolio, value $693,736.
13F-HR 0001085146-25-002000 filed by CATHY PARETO & ASSOCIATES, INC
Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 11,727 shares
Change vs previous 13F not available
0.69% of the 13F portfolio, value $747,604.
13F-HR 0001085146-25-000400 filed by CATHY PARETO & ASSOCIATES, INC
Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).