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CATHY PARETO & ASSOCIATES, INC: SCHB position timeline

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

CATHY PARETO & ASSOCIATES, INC held 105,001 SCHB 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 105,001 shares
    Change vs previous 13F -4,887 shares

    1.75% of the 13F portfolio, value $3,077,595.

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

  2. period ended2026-06-30
    13F 109,888 shares
    Change vs previous 13F +360 shares

    1.87% of the 13F portfolio, value $3,182,365.

    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 109,528 shares
    Change vs previous 13F -1,312 shares

    1.85% of the 13F portfolio, value $2,749,168.

    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 110,840 shares
    Change vs previous 13F -697 shares

    2.02% of the 13F portfolio, value $2,907,333.

    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 111,537 shares
    Change vs previous 13F -4,817 shares

    2.16% of the 13F portfolio, value $2,867,629.

    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 116,354 shares
    Change vs previous 13F +9,351 shares

    2.29% of the 13F portfolio, value $2,772,717.

    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 107,003 shares
    Change vs previous 13F -10,766 shares

    2.04% of the 13F portfolio, value $2,303,780.

    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 117,769 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $2,673,354.

    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).