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CATHY PARETO & ASSOCIATES, INC: FNDX position timeline

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

CATHY PARETO & ASSOCIATES, INC held 162,659 FNDX 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 162,659 shares
    Change vs previous 13F +12,836 shares

    2.92% of the 13F portfolio, value $5,118,894.

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

  2. period ended2026-06-30
    13F 149,823 shares
    Change vs previous 13F +5,004 shares

    2.73% of the 13F portfolio, value $4,659,505.

    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 144,819 shares
    Change vs previous 13F +3,629 shares

    2.71% of the 13F portfolio, value $4,033,209.

    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 141,190 shares
    Change vs previous 13F +9,855 shares

    2.67% of the 13F portfolio, value $3,841,788.

    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 131,335 shares
    Change vs previous 13F +817 shares

    2.61% of the 13F portfolio, value $3,454,126.

    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 130,518 shares
    Change vs previous 13F -2,158 shares

    2.65% of the 13F portfolio, value $3,202,933.

    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 132,676 shares
    Change vs previous 13F +37,454 shares

    2.77% of the 13F portfolio, value $3,132,477.

    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 95,222 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $2,254,868.

    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).