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Catherine Avery Investment Management LLC: BKR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Catherine Avery Investment Management LLC on BKR, newest first. How the timeline and the estimate are built.

Catherine Avery Investment Management LLC held 10,163 BKR shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,163 shares
    Change vs previous 13F -408 shares

    0.48% of the 13F portfolio, value $557,949.

    13F-HR 0001420506-26-002311 filed by Catherine Avery Investment Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,571 shares
    Change vs previous 13F -2,590 shares

    0.26% of the 13F portfolio, value $586,691.

    13F-HR 0001420506-26-001305 filed by Catherine Avery Investment Management LLC
    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 13,161 shares
    Change vs previous 13F -85,237 shares

    0.36% of the 13F portfolio, value $803,479.

    13F-HR 0001420506-26-001105 filed by Catherine Avery Investment Management LLC
    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 98,398 shares
    Change vs previous 13F +6,837 shares

    2.68% of the 13F portfolio, value $4,481,045.

    13F-HR 0001420506-26-000019 filed by Catherine Avery Investment Management LLC
    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 91,561 shares
    Change vs previous 13F -1,832 shares

    2.87% of the 13F portfolio, value $4,460,852.

    13F-HR 0001420506-26-000017 filed by Catherine Avery Investment Management LLC
    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 93,393 shares
    Change vs previous 13F +11,644 shares

    2.72% of the 13F portfolio, value $3,580,688.

    13F-HR 0001420506-26-000015 filed by Catherine Avery Investment Management LLC
    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 81,749 shares
    Change vs previous 13F +4,493 shares

    3.22% of the 13F portfolio, value $3,592,869.

    13F-HR 0001420506-26-000013 filed by Catherine Avery Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F/A 77,256 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $3,169,041.

    13F-HR/A 0001420506-26-000021 filed by Catherine Avery Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).