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Catherine Avery Investment Management LLC: MDT position timeline

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

Catherine Avery Investment Management LLC held 2,729 MDT 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 2,729 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $235,485.

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

  2. period ended2026-06-30
    13F 2,729 shares
    Change vs previous 13F -196 shares

    0.09% of the 13F portfolio, value $213,490.

    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 2,925 shares
    Change vs previous 13F -135 shares

    0.11% of the 13F portfolio, value $253,451.

    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 3,060 shares
    Change vs previous 13F -9 shares

    0.18% of the 13F portfolio, value $293,944.

    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 3,069 shares
    Change vs previous 13F -37,127 shares

    0.19% of the 13F portfolio, value $292,292.

    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 40,196 shares
    Change vs previous 13F +616 shares

    2.66% of the 13F portfolio, value $3,503,922.

    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 39,580 shares
    Change vs previous 13F +2,678 shares

    3.19% of the 13F portfolio, value $3,556,697.

    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 36,902 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $2,947,766.

    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).