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Disclosery

Cavalier Investments, LLC: BMI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cavalier Investments, LLC on BMI, newest first. How the timeline and the estimate are built.

Cavalier Investments, LLC held 0 BMI shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -6,837 shares

    13F-HR 0001655543-26-000003 filed by Cavalier Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 6,837 shares
    Change vs previous 13F -6,969 shares

    0.37% of the 13F portfolio, value $1,192,441.

    13F-HR 0001655543-26-000001 filed by Cavalier Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 13,806 shares
    Change vs previous 13F +682 shares

    0.91% of the 13F portfolio, value $2,245,822.

    13F-HR 0001655543-25-000002 filed by Cavalier Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 13,124 shares
    Change vs previous 13F -253 shares

    0.97% of the 13F portfolio, value $3,214,724.

    13F-HR 0001214659-25-011108 filed by Cavalier Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 13,377 shares
    Change vs previous 13F -22 shares

    0.86% of the 13F portfolio, value $2,544,974.

    13F-HR 0001214659-25-006303 filed by Cavalier Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 13,399 shares
    Change vs previous 13F +528 shares

    0.95% of the 13F portfolio, value $2,842,196.

    13F-HR 0001214659-25-001929 filed by Cavalier Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 12,871 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $2,811,155.

    13F-HR 0001214659-24-017903 filed by Cavalier Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).