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Catherine Avery Investment Management LLC: IBM position timeline

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

Catherine Avery Investment Management LLC held 14,296 IBM 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 14,296 shares
    Change vs previous 13F -11,348 shares

    2.71% of the 13F portfolio, value $3,144,225.

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

  2. period ended2026-06-30
    13F 25,644 shares
    Change vs previous 13F -2,865 shares

    3.15% of the 13F portfolio, value $7,211,345.

    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 28,509 shares
    Change vs previous 13F +10,187 shares

    3.09% of the 13F portfolio, value $6,910,282.

    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 18,322 shares
    Change vs previous 13F -1,230 shares

    3.25% of the 13F portfolio, value $5,427,136.

    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 19,552 shares
    Change vs previous 13F +3,427 shares

    3.55% of the 13F portfolio, value $5,516,765.

    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 16,125 shares
    Change vs previous 13F -1,690 shares

    3.61% of the 13F portfolio, value $4,753,293.

    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 17,815 shares
    Change vs previous 13F -1,121 shares

    3.97% of the 13F portfolio, value $4,429,844.

    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 18,936 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $4,162,670.

    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).