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CATHY PARETO & ASSOCIATES, INC: DFUV position timeline

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

CATHY PARETO & ASSOCIATES, INC held 17,109 DFUV shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,109 shares
    Change vs previous 13F +63 shares

    0.54% of the 13F portfolio, value $941,020.

    13F-HR 0002045974-26-000005 filed by CATHY PARETO & ASSOCIATES, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,046 shares
    Change vs previous 13F +58 shares

    0.55% of the 13F portfolio, value $937,710.

    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).

  3. period ended2026-03-31
    13F 16,988 shares
    Change vs previous 13F +61 shares

    0.55% of the 13F portfolio, value $823,283.

    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).

  4. period ended2025-12-31
    13F 16,927 shares
    Change vs previous 13F -204 shares

    0.55% of the 13F portfolio, value $788,655.

    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).

  5. period ended2025-09-30
    13F 17,131 shares
    Change vs previous 13F +75 shares

    0.58% of the 13F portfolio, value $765,613.

    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).

  6. period ended2025-06-30
    13F 17,056 shares
    Change vs previous 13F -4,560 shares

    0.6% of the 13F portfolio, value $721,132.

    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).

  7. period ended2025-03-31
    13F 21,616 shares
    Change vs previous 13F +8 shares

    0.79% of the 13F portfolio, value $890,795.

    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).

  8. period ended2024-12-31
    13F 21,608 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $884,215.

    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).