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Disclosery

Cavalier Investments, LLC: IWM position timeline

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

Cavalier Investments, LLC held 2,139 IWM 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 2,139 shares
    Change vs previous 13F -1,246 shares

    0.24% of the 13F portfolio, value $642,663.

    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 3,385 shares
    Change vs previous 13F -6,449 shares

    0.22% of the 13F portfolio, value $839,480.

    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 9,834 shares
    Change vs previous 13F -50,101 shares

    0.75% of the 13F portfolio, value $2,420,737.

    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 59,935 shares
    Change vs previous 13F +49,940 shares

    5.23% of the 13F portfolio, value $12,968,668.

    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 9,995 shares
    Change vs previous 13F -48,532 shares

    0.65% of the 13F portfolio, value $2,156,821.

    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 58,527 shares
    Change vs previous 13F +36,841 shares

    3.97% of the 13F portfolio, value $11,675,551.

    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 21,686 shares
    Change vs previous 13F -94,994 shares

    1.6% of the 13F portfolio, value $4,791,739.

    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 116,680 shares
    Change vs previous 13F not available

    7.91% of the 13F portfolio, value $25,773,445.

    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).