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Catherine Avery Investment Management LLC: PFE position timeline

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

Catherine Avery Investment Management LLC held 88,181 PFE 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 88,181 shares
    Change vs previous 13F -139,770 shares

    2.16% of the 13F portfolio, value $2,514,916.

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

  2. period ended2026-06-30
    13F 227,951 shares
    Change vs previous 13F +22,131 shares

    2.4% of the 13F portfolio, value $5,489,056.

    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 205,820 shares
    Change vs previous 13F +53,343 shares

    2.59% of the 13F portfolio, value $5,779,439.

    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 152,477 shares
    Change vs previous 13F +5,243 shares

    2.27% of the 13F portfolio, value $3,796,676.

    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 147,234 shares
    Change vs previous 13F +29,439 shares

    2.42% of the 13F portfolio, value $3,751,534.

    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 117,795 shares
    Change vs previous 13F +2,875 shares

    2.17% of the 13F portfolio, value $2,855,350.

    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 114,920 shares
    Change vs previous 13F -7,558 shares

    2.61% of the 13F portfolio, value $2,912,064.

    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 122,478 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $3,249,328.

    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).