Catherine Avery Investment Management LLC
Position in SWAG — Stran & Company, Inc.
CIK 2103454
LONGBOAT KEY, FL
Position in SWAG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,115
+$285 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 1 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SWAG Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Catherine Avery Investment Management LLC holds $5,553,801 across 3 Advertising Agencies names. SWAG ranks #3 (0.0% of the industry book) .
All Filings in SWAG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,115 | 500 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $830 | 500 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $830 | 500 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $1,152 | 800 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $10,510 | 10,500 | Shares | Sole | 2026-01-05 | |
| 2024-12-31 | $7,650 | 8,500 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||