Catherine Avery Investment Management LLC
Position in C — Citigroup Inc
CIK 2103454
LONGBOAT KEY, FL
Position in C
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,644,615
+$418,357 QoQ
Shares Held
54,620
-14.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
3.36%
of 13F equity value
Holder Rank
#640
of 2,621 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Catherine Avery Investment Management LLC holds $21,282,190 across 3 Banks - Diversified names. C ranks #1 (35.9% of the industry book) .
All Filings in C
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,644,615 | 54,620 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,226,258 | 63,718 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,755,734 | 49,325 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $4,968,932 | 48,955 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $4,436,284 | 52,118 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $3,365,706 | 47,411 | Shares | Sole | 2026-01-05 | |
| 2024-12-31 | $3,510,067 | 49,866 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||