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Catherine Avery Investment Management LLC: HD position timeline

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

Catherine Avery Investment Management LLC held 7,420 HD 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 7,420 shares
    Change vs previous 13F -9,477 shares

    1.82% of the 13F portfolio, value $2,110,895.

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

  2. period ended2026-06-30
    13F 16,897 shares
    Change vs previous 13F +137 shares

    2.6% of the 13F portfolio, value $5,959,196.

    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 16,760 shares
    Change vs previous 13F +7,058 shares

    2.47% of the 13F portfolio, value $5,512,196.

    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 9,702 shares
    Change vs previous 13F +9,612 shares

    2% of the 13F portfolio, value $3,338,458.

    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 90 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $36,467.

    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 90 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $32,998.

    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 90 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $32,984.

    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 90 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $35,009.

    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).