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Catherine Avery Investment Management LLC: TFC position timeline

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

Catherine Avery Investment Management LLC held 7,378 TFC 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 7,378 shares
    Change vs previous 13F -106,911 shares

    0.29% of the 13F portfolio, value $341,601.

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

  2. period ended2026-06-30
    13F 114,289 shares
    Change vs previous 13F -5,134 shares

    2.49% of the 13F portfolio, value $5,693,887.

    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 119,423 shares
    Change vs previous 13F +36,417 shares

    2.46% of the 13F portfolio, value $5,489,875.

    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 83,006 shares
    Change vs previous 13F +5,063 shares

    2.45% of the 13F portfolio, value $4,084,725.

    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 77,943 shares
    Change vs previous 13F +11,649 shares

    2.3% of the 13F portfolio, value $3,563,554.

    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 66,294 shares
    Change vs previous 13F +17,064 shares

    2.16% of the 13F portfolio, value $2,849,979.

    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 49,230 shares
    Change vs previous 13F +4,139 shares

    1.81% of the 13F portfolio, value $2,025,815.

    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 45,091 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $1,956,048.

    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).