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Disclosery

Cavalier Investments, LLC: SPY position timeline

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

Cavalier Investments, LLC held 24,338 SPY 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 24,338 shares
    Change vs previous 13F -123,341 shares

    6.69% of the 13F portfolio, value $18,174,888.

    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 147,679 shares
    Change vs previous 13F +76,820 shares

    24.74% of the 13F portfolio, value $96,041,561.

    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 70,859 shares
    Change vs previous 13F +33,701 shares

    15.02% of the 13F portfolio, value $48,320,169.

    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 37,158 shares
    Change vs previous 13F +19,303 shares

    9.69% of the 13F portfolio, value $24,054,479.

    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 17,855 shares
    Change vs previous 13F -2,716 shares

    3.34% of the 13F portfolio, value $11,031,712.

    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 20,571 shares
    Change vs previous 13F -3,471 shares

    3.91% of the 13F portfolio, value $11,507,212.

    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 24,042 shares
    Change vs previous 13F -373 shares

    4.71% of the 13F portfolio, value $14,090,535.

    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 24,415 shares
    Change vs previous 13F not available

    4.3% of the 13F portfolio, value $14,008,350.

    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).