Catherine Avery Investment Management LLC: STX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Catherine Avery Investment Management LLC on STX, newest first. How the timeline and the estimate are built.
Catherine Avery Investment Management LLC held 8,140 STX shares at 2026-09-30 per its 13F-HR filed 2026-10-14.
the latest 13F is the newest step
- period ended2026-09-3013F 8,140 sharesChange vs previous 13F -3,455 shares
6.46% of the 13F portfolio, value $7,507,848.
13F-HR 0001420506-26-002311 filed by Catherine Avery Investment Management LLC
Accepted , ingested - period ended2026-06-3013F 11,595 sharesChange vs previous 13F -1,030 shares
4.89% of the 13F portfolio, value $11,189,175.
13F-HR 0001420506-26-001305 filed by Catherine Avery Investment Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,625 sharesChange vs previous 13F -519 shares
2.21% of the 13F portfolio, value $4,945,970.
13F-HR 0001420506-26-001105 filed by Catherine Avery Investment Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,144 sharesChange vs previous 13F -11,892 shares
2.17% of the 13F portfolio, value $3,619,726.
13F-HR 0001420506-26-000019 filed by Catherine Avery Investment Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 25,036 sharesChange vs previous 13F -7,991 shares
3.81% of the 13F portfolio, value $5,909,998.
13F-HR 0001420506-26-000017 filed by Catherine Avery Investment Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 33,027 sharesChange vs previous 13F +31,986 shares
3.62% of the 13F portfolio, value $4,766,787.
13F-HR 0001420506-26-000015 filed by Catherine Avery Investment Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,041 sharesChange vs previous 13F -2,369 shares
0.08% of the 13F portfolio, value $88,433.
13F-HR 0001420506-26-000013 filed by Catherine Avery Investment Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 3,410 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $294,317.
13F-HR/A 0001420506-26-000021 filed by Catherine Avery Investment Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).