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CATHY PARETO & ASSOCIATES, INC: JEPQ position timeline

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

CATHY PARETO & ASSOCIATES, INC held 5,573 JEPQ 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 5,573 shares
    Change vs previous 13F +18 shares

    0.19% of the 13F portfolio, value $341,417.

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

  2. period ended2026-06-30
    13F 5,555 shares
    Change vs previous 13F +32 shares

    0.2% of the 13F portfolio, value $341,419.

    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 5,523 shares
    Change vs previous 13F +11 shares

    0.21% of the 13F portfolio, value $306,668.

    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 5,512 shares
    Change vs previous 13F -281 shares

    0.22% of the 13F portfolio, value $320,415.

    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 5,793 shares
    Change vs previous 13F -398 shares

    0.25% of the 13F portfolio, value $333,220.

    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 6,191 shares
    Change vs previous 13F -909 shares

    0.28% of the 13F portfolio, value $336,798.

    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 7,100 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $367,613.

    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).