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CATHY PARETO & ASSOCIATES, INC: EZM position timeline

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

CATHY PARETO & ASSOCIATES, INC held 7,622 EZM 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 7,622 shares
    Change vs previous 13F -248 shares

    0.31% of the 13F portfolio, value $546,106.

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

  2. period ended2026-06-30
    13F 7,870 shares
    Change vs previous 13F -303 shares

    0.35% of the 13F portfolio, value $596,421.

    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 8,173 shares
    Change vs previous 13F +20 shares

    0.37% of the 13F portfolio, value $549,400.

    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 8,153 shares
    Change vs previous 13F -55 shares

    0.38% of the 13F portfolio, value $544,635.

    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 8,208 shares
    Change vs previous 13F +22 shares

    0.41% of the 13F portfolio, value $541,012.

    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 8,186 shares
    Change vs previous 13F -1,595 shares

    0.42% of the 13F portfolio, value $505,708.

    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 9,781 shares
    Change vs previous 13F -1,046 shares

    0.52% of the 13F portfolio, value $582,918.

    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 10,827 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $676,786.

    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).