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Catherine Avery Investment Management LLC: HPE position timeline

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

Catherine Avery Investment Management LLC held 48,718 HPE 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 48,718 shares
    Change vs previous 13F -71,626 shares

    2.68% of the 13F portfolio, value $3,112,615.

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

  2. period ended2026-06-30
    13F 120,344 shares
    Change vs previous 13F -136,327 shares

    2.37% of the 13F portfolio, value $5,428,718.

    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 256,671 shares
    Change vs previous 13F +83,974 shares

    2.74% of the 13F portfolio, value $6,111,337.

    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 172,697 shares
    Change vs previous 13F +1,589 shares

    2.48% of the 13F portfolio, value $4,148,182.

    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 171,108 shares
    Change vs previous 13F +18,347 shares

    2.71% of the 13F portfolio, value $4,202,412.

    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 152,761 shares
    Change vs previous 13F +49,458 shares

    2.37% of the 13F portfolio, value $3,123,962.

    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 103,303 shares
    Change vs previous 13F -44,490 shares

    1.43% of the 13F portfolio, value $1,593,965.

    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 147,793 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $3,155,381.

    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).