Cavalier Investments, LLC: USO position timeline

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

Cavalier Investments, LLC held 0 USO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 0 shares
Change vs previous 13F -121,831 shares
13F-HR 0001655543-26-000005 filed by Cavalier Investments, LLC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2026-03-31
13F 121,831 shares
Change vs previous 13F +121,831 shares
3.99% of the 13F portfolio, value $15,502,995.
13F-HR 0001655543-26-000003 filed by Cavalier Investments, LLC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 0 shares
Change vs previous 13F -12,022 shares
13F-HR 0001214659-25-006303 filed by Cavalier Investments, LLC
Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-12-31
13F 12,022 shares
Change vs previous 13F +405 shares
0.3% of the 13F portfolio, value $908,262.
13F-HR 0001214659-25-001929 filed by Cavalier Investments, LLC
Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 11,617 shares
Change vs previous 13F not available
0.25% of the 13F portfolio, value $812,261.
13F-HR 0001214659-24-017903 filed by Cavalier Investments, LLC
Filed 2024-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).