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Catherine Avery Investment Management LLC: EVRG position timeline

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

Catherine Avery Investment Management LLC held 13,766 EVRG 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 13,766 shares
    Change vs previous 13F -68 shares

    0.93% of the 13F portfolio, value $1,079,805.

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

  2. period ended2026-06-30
    13F 13,834 shares
    Change vs previous 13F -314 shares

    0.52% of the 13F portfolio, value $1,195,673.

    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 14,148 shares
    Change vs previous 13F -1,135 shares

    0.52% of the 13F portfolio, value $1,159,004.

    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 15,283 shares
    Change vs previous 13F -975 shares

    0.66% of the 13F portfolio, value $1,107,865.

    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 16,258 shares
    Change vs previous 13F -34,218 shares

    0.8% of the 13F portfolio, value $1,235,933.

    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 50,476 shares
    Change vs previous 13F -4,632 shares

    2.64% of the 13F portfolio, value $3,479,311.

    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 55,108 shares
    Change vs previous 13F +3,784 shares

    3.4% of the 13F portfolio, value $3,799,697.

    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 51,324 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $3,158,992.

    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).