Catherine Avery Investment Management LLC
Position in UPXI — Upexi, Inc.
CIK 2103454
LONGBOAT KEY, FL
Position in UPXI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$392
-$28 QoQ
Shares Held
500
+100.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#43
of 48 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPXI Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026Catherine Avery Investment Management LLC holds $143,411 across 3 Internet Content & Information names. UPXI ranks #3 (0.3% of the industry book) .
All Filings in UPXI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392 | 500 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $420 | 250 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $865 | 150 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||