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Catherine Avery Investment Management LLC: C position timeline

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

Catherine Avery Investment Management LLC held 27,299 C 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 27,299 shares
    Change vs previous 13F -27,321 shares

    3.04% of the 13F portfolio, value $3,534,626.

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

  2. period ended2026-06-30
    13F 54,620 shares
    Change vs previous 13F -9,098 shares

    3.34% of the 13F portfolio, value $7,644,615.

    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 63,718 shares
    Change vs previous 13F +14,393 shares

    3.23% of the 13F portfolio, value $7,226,258.

    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 49,325 shares
    Change vs previous 13F +370 shares

    3.45% of the 13F portfolio, value $5,755,734.

    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 48,955 shares
    Change vs previous 13F -3,163 shares

    3.2% of the 13F portfolio, value $4,968,933.

    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 52,118 shares
    Change vs previous 13F +4,707 shares

    3.37% of the 13F portfolio, value $4,436,284.

    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 47,411 shares
    Change vs previous 13F -2,455 shares

    3.02% of the 13F portfolio, value $3,365,707.

    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 49,866 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $3,510,068.

    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).