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Disclosery

Catherine Avery Investment Management LLC: FORA position timeline

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

Catherine Avery Investment Management LLC held 0 FORA shares at 2025-06-30 per its 13F-HR filed 2026-01-05.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -1,319 shares

    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).

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

  2. period ended2025-03-31
    13F 1,319 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $2,638.

    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).

  3. period ended2024-12-31
    13F/A 1,319 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,717.

    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).