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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

  1. period ended2026-09-30
    13F 8,140 shares
    Change 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

  2. period ended2026-06-30
    13F 11,595 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 12,625 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 13,144 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 25,036 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 33,027 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 1,041 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F/A 3,410 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).