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Catherine Avery Investment Management LLC: JCI position timeline

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

Catherine Avery Investment Management LLC held 8,008 JCI 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 8,008 shares
    Change vs previous 13F -335 shares

    1.02% of the 13F portfolio, value $1,190,389.

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

  2. period ended2026-06-30
    13F 8,343 shares
    Change vs previous 13F -529 shares

    0.53% of the 13F portfolio, value $1,218,996.

    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 8,872 shares
    Change vs previous 13F -1,748 shares

    0.52% of the 13F portfolio, value $1,161,788.

    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 10,620 shares
    Change vs previous 13F -475 shares

    0.76% of the 13F portfolio, value $1,271,745.

    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 11,095 shares
    Change vs previous 13F -80 shares

    0.79% of the 13F portfolio, value $1,219,895.

    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 11,175 shares
    Change vs previous 13F -19,285 shares

    0.9% of the 13F portfolio, value $1,180,304.

    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 30,460 shares
    Change vs previous 13F -12,355 shares

    2.19% of the 13F portfolio, value $2,440,151.

    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 42,815 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $3,379,388.

    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).