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CATHY PARETO & ASSOCIATES, INC: HEDJ position timeline

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

CATHY PARETO & ASSOCIATES, INC held 85,601 HEDJ 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 85,601 shares
    Change vs previous 13F -7,486 shares

    2.71% of the 13F portfolio, value $4,747,622.

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

  2. period ended2026-06-30
    13F 93,087 shares
    Change vs previous 13F -6,478 shares

    3.11% of the 13F portfolio, value $5,305,906.

    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 99,565 shares
    Change vs previous 13F +5,872 shares

    3.49% of the 13F portfolio, value $5,206,983.

    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 93,693 shares
    Change vs previous 13F +3,653 shares

    3.45% of the 13F portfolio, value $4,971,354.

    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 90,040 shares
    Change vs previous 13F -4,891 shares

    3.42% of the 13F portfolio, value $4,538,058.

    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 94,931 shares
    Change vs previous 13F +16,712 shares

    3.77% of the 13F portfolio, value $4,568,177.

    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 78,219 shares
    Change vs previous 13F +36,164 shares

    3.28% of the 13F portfolio, value $3,713,817.

    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 42,055 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $1,838,647.

    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).