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Cavalier Investments, LLC: MSFO position timeline

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

Cavalier Investments, LLC held 42,584 MSFO 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 42,584 shares
    Change vs previous 13F +10,927 shares

    0.16% of the 13F portfolio, value $445,854.

    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 31,657 shares
    Change vs previous 13F +5,782 shares

    0.09% of the 13F portfolio, value $365,638.

    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 25,875 shares
    Change vs previous 13F +4,606 shares

    0.12% of the 13F portfolio, value $399,769.

    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 21,269 shares
    Change vs previous 13F +6,143 shares

    0.15% of the 13F portfolio, value $370,506.

    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 15,126 shares
    Change vs previous 13F -19,762 shares

    0.08% of the 13F portfolio, value $269,697.

    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 34,888 shares
    Change vs previous 13F +17,938 shares

    0.19% of the 13F portfolio, value $547,742.

    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 16,950 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $308,151.

    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).