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CATHY PARETO & ASSOCIATES, INC: SMH position timeline

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

CATHY PARETO & ASSOCIATES, INC held 1,692 SMH 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 1,692 shares
    Change vs previous 13F +266 shares

    0.59% of the 13F portfolio, value $1,030,550.

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

  2. period ended2026-06-30
    13F 1,426 shares
    Change vs previous 13F +143 shares

    0.55% of the 13F portfolio, value $935,811.

    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 1,283 shares
    Change vs previous 13F +66 shares

    0.33% of the 13F portfolio, value $492,153.

    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 1,217 shares
    Change vs previous 13F +227 shares

    0.3% of the 13F portfolio, value $438,334.

    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 990 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $323,278.

    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).