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Catherine Avery Investment Management LLC: MSFT position timeline

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

Catherine Avery Investment Management LLC held 10,631 MSFT 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 10,631 shares
    Change vs previous 13F -10,149 shares

    4.69% of the 13F portfolio, value $5,452,493.

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

  2. period ended2026-06-30
    13F 20,780 shares
    Change vs previous 13F +13,761 shares

    3.39% of the 13F portfolio, value $7,751,528.

    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 7,019 shares
    Change vs previous 13F -113 shares

    1.16% of the 13F portfolio, value $2,598,297.

    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 7,132 shares
    Change vs previous 13F -15 shares

    2.07% of the 13F portfolio, value $3,449,251.

    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 7,147 shares
    Change vs previous 13F -60 shares

    2.38% of the 13F portfolio, value $3,701,846.

    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 7,207 shares
    Change vs previous 13F -42 shares

    2.72% of the 13F portfolio, value $3,584,862.

    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 7,249 shares
    Change vs previous 13F -485 shares

    2.44% of the 13F portfolio, value $2,721,203.

    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 7,734 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $3,259,853.

    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).