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CATHY PARETO & ASSOCIATES, INC: JEPI position timeline

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

CATHY PARETO & ASSOCIATES, INC held 14,214 JEPI 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 14,214 shares
    Change vs previous 13F -1,123 shares

    0.46% of the 13F portfolio, value $799,167.

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

  2. period ended2026-06-30
    13F 15,337 shares
    Change vs previous 13F -2,476 shares

    0.51% of the 13F portfolio, value $866,286.

    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 17,813 shares
    Change vs previous 13F -492 shares

    0.68% of the 13F portfolio, value $1,009,679.

    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 18,305 shares
    Change vs previous 13F -3,179 shares

    0.73% of the 13F portfolio, value $1,047,786.

    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 21,484 shares
    Change vs previous 13F -63 shares

    0.93% of the 13F portfolio, value $1,226,782.

    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 21,547 shares
    Change vs previous 13F +2,213 shares

    1.01% of the 13F portfolio, value $1,224,984.

    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 19,334 shares
    Change vs previous 13F +6,112 shares

    0.98% of the 13F portfolio, value $1,104,729.

    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 13,222 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $760,654.

    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).