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Cavalier Investments, LLC: SPMD position timeline

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

Cavalier Investments, LLC held 26,284 SPMD 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 26,284 shares
    Change vs previous 13F -3,255 shares

    0.65% of the 13F portfolio, value $1,775,747.

    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 29,539 shares
    Change vs previous 13F -2,100 shares

    0.45% of the 13F portfolio, value $1,749,300.

    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 31,639 shares
    Change vs previous 13F -4,424 shares

    0.57% of the 13F portfolio, value $1,832,214.

    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 36,063 shares
    Change vs previous 13F -777 shares

    0.83% of the 13F portfolio, value $2,062,443.

    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 36,840 shares
    Change vs previous 13F -4,662 shares

    0.61% of the 13F portfolio, value $2,003,359.

    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 41,502 shares
    Change vs previous 13F -5,738 shares

    0.72% of the 13F portfolio, value $2,124,072.

    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 47,240 shares
    Change vs previous 13F -5,208 shares

    0.86% of the 13F portfolio, value $2,583,556.

    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 52,448 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,867,857.

    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).