CATHY PARETO & ASSOCIATES, INC: XLE position timeline

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

CATHY PARETO & ASSOCIATES, INC held 4,423 XLE 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 4,423 shares
Change vs previous 13F +285 shares
0.14% of the 13F portfolio, value $234,939.
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 4,138 shares
Change vs previous 13F not available
0.17% of the 13F portfolio, value $253,514.
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).