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Disclosery

Cavalier Investments, LLC: SMH position timeline

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

Cavalier Investments, LLC held 923 SMH 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 923 shares
    Change vs previous 13F -29,672 shares

    0.22% of the 13F portfolio, value $605,386.

    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 30,595 shares
    Change vs previous 13F -6,137 shares

    3.02% of the 13F portfolio, value $11,730,123.

    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 36,732 shares
    Change vs previous 13F -11,658 shares

    4.11% of the 13F portfolio, value $13,228,295.

    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 48,390 shares
    Change vs previous 13F -2,842 shares

    5.67% of the 13F portfolio, value $14,073,620.

    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 51,232 shares
    Change vs previous 13F -7,300 shares

    4.33% of the 13F portfolio, value $14,287,580.

    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 58,532 shares
    Change vs previous 13F +36,862 shares

    4.21% of the 13F portfolio, value $12,377,762.

    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 21,670 shares
    Change vs previous 13F -9,741 shares

    1.75% of the 13F portfolio, value $5,247,824.

    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 31,411 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $7,709,830.

    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).