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Disclosery

Cavalier Investments, LLC: HWM position timeline

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

Cavalier Investments, LLC held 33,451 HWM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,451 shares
    Change vs previous 13F -1,547 shares

    3.31% of the 13F portfolio, value $8,993,636.

    13F-HR 0001655543-26-000005 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).

  2. period ended2026-03-31
    13F 34,998 shares
    Change vs previous 13F +7,157 shares

    2.08% of the 13F portfolio, value $8,065,639.

    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).

  3. period ended2025-12-31
    13F 27,841 shares
    Change vs previous 13F +836 shares

    1.77% of the 13F portfolio, value $5,707,962.

    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).

  4. period ended2025-09-30
    13F 27,005 shares
    Change vs previous 13F -249,276 shares

    0.52% of the 13F portfolio, value $1,286,105.

    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).

  5. period ended2025-06-30
    13F 276,281 shares
    Change vs previous 13F +140,970 shares

    15.58% of the 13F portfolio, value $51,424,183.

    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).

  6. period ended2025-03-31
    13F 135,311 shares
    Change vs previous 13F +66,913 shares

    5.96% of the 13F portfolio, value $17,553,896.

    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).

  7. period ended2024-12-31
    13F 68,398 shares
    Change vs previous 13F +2,832 shares

    2.5% of the 13F portfolio, value $7,480,689.

    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).

  8. period ended2024-09-30
    13F 65,566 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $6,572,992.

    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).