CATHY PARETO & ASSOCIATES, INC: IWD position timeline

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

CATHY PARETO & ASSOCIATES, INC held 1,676 IWD 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 1,676 shares
Change vs previous 13F +6 shares
0.24% of the 13F portfolio, value $406,352.
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 1,670 shares
Change vs previous 13F +6 shares
0.24% of the 13F portfolio, value $357,031.
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 1,664 shares
Change vs previous 13F +8 shares
0.24% of the 13F portfolio, value $350,128.
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 1,656 shares
Change vs previous 13F -368 shares
0.25% of the 13F portfolio, value $337,266.
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 2,024 shares
Change vs previous 13F +209 shares
0.32% of the 13F portfolio, value $393,140.
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 1,815 shares
Change vs previous 13F -98 shares
0.3% of the 13F portfolio, value $341,548.
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 1,913 shares
Change vs previous 13F not available
0.33% of the 13F portfolio, value $354,183.
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).