CATHY PARETO & ASSOCIATES, INC: VB position timeline

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

CATHY PARETO & ASSOCIATES, INC held 24,073 VB 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 24,073 shares
Change vs previous 13F +259 shares
4.28% of the 13F portfolio, value $7,296,865.
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 23,814 shares
Change vs previous 13F +1,583 shares
4.19% of the 13F portfolio, value $6,236,624.
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 22,231 shares
Change vs previous 13F -178 shares
3.98% of the 13F portfolio, value $5,734,673.
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 22,409 shares
Change vs previous 13F -1,838 shares
4.3% of the 13F portfolio, value $5,698,204.
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 24,247 shares
Change vs previous 13F -664 shares
4.75% of the 13F portfolio, value $5,746,188.
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 24,911 shares
Change vs previous 13F -73 shares
4.88% of the 13F portfolio, value $5,523,929.
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 24,984 shares
Change vs previous 13F not available
5.52% of the 13F portfolio, value $6,003,116.
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).