Catherine Avery Investment Management LLC: CAG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Catherine Avery Investment Management LLC on CAG, newest first. How the timeline and the estimate are built.
Catherine Avery Investment Management LLC held 0 CAG shares at 2026-03-31 per its 13F-HR filed 2026-05-15.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -783 shares
13F-HR 0001420506-26-001105 filed by Catherine Avery Investment Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 783 sharesChange vs previous 13F -166 shares
0.01% of the 13F portfolio, value $13,554.
13F-HR 0001420506-26-000019 filed by Catherine Avery Investment Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 949 sharesChange vs previous 13F -158,275 shares
0.01% of the 13F portfolio, value $17,376.
13F-HR 0001420506-26-000017 filed by Catherine Avery Investment Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 159,224 sharesChange vs previous 13F +24,235 shares
2.48% of the 13F portfolio, value $3,259,315.
13F-HR 0001420506-26-000015 filed by Catherine Avery Investment Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 134,989 sharesChange vs previous 13F not available
3.23% of the 13F portfolio, value $3,600,157.
13F-HR 0001420506-26-000013 filed by Catherine Avery Investment Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).