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CATHY PARETO & ASSOCIATES, INC: VYM position timeline

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

CATHY PARETO & ASSOCIATES, INC held 2,944 VYM 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 2,944 shares
    Change vs previous 13F -185 shares

    0.26% of the 13F portfolio, value $457,037.

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

  2. period ended2026-06-30
    13F 3,129 shares
    Change vs previous 13F +17 shares

    0.29% of the 13F portfolio, value $494,550.

    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 3,112 shares
    Change vs previous 13F -14 shares

    0.31% of the 13F portfolio, value $460,961.

    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 3,126 shares
    Change vs previous 13F +600 shares

    0.31% of the 13F portfolio, value $448,719.

    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 2,526 shares
    Change vs previous 13F +131 shares

    0.27% of the 13F portfolio, value $356,094.

    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 2,395 shares
    Change vs previous 13F +763 shares

    0.26% of the 13F portfolio, value $319,361.

    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 1,632 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $210,423.

    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).