CATHY PARETO & ASSOCIATES, INC: SPY position timeline

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

CATHY PARETO & ASSOCIATES, INC held 514 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

period ended2026-06-30
13F 514 shares
Change vs previous 13F +2 shares
0.23% of the 13F portfolio, value $383,876.
13F-HR 0002045974-26-000003 filed by CATHY PARETO & ASSOCIATES, INC
Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 512 shares
Change vs previous 13F +16 shares
0.22% of the 13F portfolio, value $333,478.
13F-HR 0002045974-26-000002 filed by CATHY PARETO & ASSOCIATES, INC
Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 496 shares
Change vs previous 13F -98 shares
0.23% of the 13F portfolio, value $338,483.
13F-HR 0002045974-26-000001 filed by CATHY PARETO & ASSOCIATES, INC
Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 594 shares
Change vs previous 13F -105 shares
0.3% of the 13F portfolio, value $396,240.
13F-HR 0002045974-25-000002 filed by CATHY PARETO & ASSOCIATES, INC
Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 699 shares
Change vs previous 13F +1 shares
0.36% of the 13F portfolio, value $432,491.
13F-HR 0001085146-25-003778 filed by CATHY PARETO & ASSOCIATES, INC
Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 698 shares
Change vs previous 13F -6 shares
0.35% of the 13F portfolio, value $390,366.
13F-HR 0001085146-25-002000 filed by CATHY PARETO & ASSOCIATES, INC
Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 704 shares
Change vs previous 13F not available
0.38% of the 13F portfolio, value $412,364.
13F-HR 0001085146-25-000400 filed by CATHY PARETO & ASSOCIATES, INC
Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).