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
- period ended2026-06-3013F 26,284 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 29,539 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 31,639 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 36,063 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 36,840 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 41,502 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 47,240 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 52,448 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).