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Disclosery

CATHY PARETO & ASSOCIATES, INC: XLI position timeline

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

CATHY PARETO & ASSOCIATES, INC held 1,108 XLI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,108 shares
    Change vs previous 13F +1,108 shares

    0.12% of the 13F portfolio, value $205,401.

    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).

  2. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -1,452 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-06-30
    13F 1,452 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $214,239.

    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).