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Catherine Avery Investment Management LLC: ORCL position timeline

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

Catherine Avery Investment Management LLC held 2,504 ORCL 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 2,504 shares
    Change vs previous 13F -25,874 shares

    0.3% of the 13F portfolio, value $343,799.

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

  2. period ended2026-06-30
    13F 28,378 shares
    Change vs previous 13F -14,190 shares

    1.82% of the 13F portfolio, value $4,158,796.

    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 42,568 shares
    Change vs previous 13F +20,190 shares

    2.8% of the 13F portfolio, value $6,262,178.

    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 22,378 shares
    Change vs previous 13F +4,139 shares

    2.61% of the 13F portfolio, value $4,361,696.

    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 18,239 shares
    Change vs previous 13F -1,338 shares

    3.3% of the 13F portfolio, value $5,129,536.

    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 19,577 shares
    Change vs previous 13F +1,044 shares

    3.25% of the 13F portfolio, value $4,280,120.

    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 18,533 shares
    Change vs previous 13F -562 shares

    2.32% of the 13F portfolio, value $2,591,099.

    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 19,095 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $3,181,991.

    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).