Manager record

Catherine Avery Investment Management LLC

Longboat Key, FL · CIK 2103454 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$116.19MReported 13F valueQ3 2026 · as filed

172Holdings listed

-49.3%vs prior quartervalue change includes market moves

5Quarters on record

Oct 14Latest filed

Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.

Filing record

Oct 14 2026 13F-HR · period Q3 2026

$116.19M · 172 holdings listed · View original SEC filing ↗

Jul 27 2026 13F-HR · period Q2 2026

$228.99M · 168 holdings listed · View original SEC filing ↗

May 15 2026 13F-HR · period Q1 2026

$223.44M · 110 holdings listed · View original SEC filing ↗

Jan 05 2026 13F-HR/A · period Q4 2024

$113.30M · 176 holdings listed · amendment (new holdings) · View original SEC filing ↗