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CATHY PARETO & ASSOCIATES, INC: IYF position timeline

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

CATHY PARETO & ASSOCIATES, INC held 3,209 IYF 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 3,209 shares
    Change vs previous 13F +104 shares

    0.23% of the 13F portfolio, value $403,667.

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

  2. period ended2026-06-30
    13F 3,105 shares
    Change vs previous 13F -294 shares

    0.23% of the 13F portfolio, value $396,020.

    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 3,399 shares
    Change vs previous 13F -364 shares

    0.27% of the 13F portfolio, value $399,423.

    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 3,763 shares
    Change vs previous 13F +16 shares

    0.34% of the 13F portfolio, value $485,223.

    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 3,747 shares
    Change vs previous 13F +161 shares

    0.36% of the 13F portfolio, value $474,550.

    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 3,586 shares
    Change vs previous 13F -512 shares

    0.36% of the 13F portfolio, value $433,620.

    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 4,098 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $462,484.

    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).