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Disclosery

Cavalier Investments, LLC: XLB position timeline

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

Cavalier Investments, LLC held 104,644 XLB 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 104,644 shares
    Change vs previous 13F -10,988 shares

    1.96% of the 13F portfolio, value $5,319,055.

    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 115,632 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $5,778,131.

    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).