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Disclosery

CATHY PARETO & ASSOCIATES, INC: SETM position timeline

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

CATHY PARETO & ASSOCIATES, INC held 23,926 SETM 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 23,926 shares
    Change vs previous 13F +864 shares

    0.4% of the 13F portfolio, value $701,044.

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

  2. period ended2026-06-30
    13F 23,062 shares
    Change vs previous 13F +2,342 shares

    0.42% of the 13F portfolio, value $718,625.

    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 20,720 shares
    Change vs previous 13F +10,439 shares

    0.46% of the 13F portfolio, value $685,432.

    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 10,281 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $297,647.

    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).