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Catherine Avery Investment Management LLC: UPS position timeline

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

Catherine Avery Investment Management LLC held 27,039 UPS 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 27,039 shares
    Change vs previous 13F -26,430 shares

    2.17% of the 13F portfolio, value $2,526,500.

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

  2. period ended2026-06-30
    13F 53,469 shares
    Change vs previous 13F -3,400 shares

    2.51% of the 13F portfolio, value $5,747,893.

    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 56,869 shares
    Change vs previous 13F +14,128 shares

    2.5% of the 13F portfolio, value $5,594,772.

    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 42,741 shares
    Change vs previous 13F +370 shares

    2.54% of the 13F portfolio, value $4,239,480.

    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 42,371 shares
    Change vs previous 13F +17,313 shares

    2.28% of the 13F portfolio, value $3,539,250.

    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 25,058 shares
    Change vs previous 13F +3,377 shares

    1.92% of the 13F portfolio, value $2,529,355.

    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 21,681 shares
    Change vs previous 13F -270 shares

    2.14% of the 13F portfolio, value $2,384,693.

    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 21,951 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $2,768,021.

    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).