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Disclosery

Cavalier Investments, LLC: XLC position timeline

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

Cavalier Investments, LLC held 0 XLC 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 0 shares
    Change vs previous 13F -95,558 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 95,558 shares
    Change vs previous 13F -29,932 shares

    2.73% of the 13F portfolio, value $10,593,560.

    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 125,490 shares
    Change vs previous 13F -37,783 shares

    4.59% of the 13F portfolio, value $14,772,683.

    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 163,273 shares
    Change vs previous 13F +128,898 shares

    7.12% of the 13F portfolio, value $17,664,807.

    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 34,375 shares
    Change vs previous 13F -91,731 shares

    1.13% of the 13F portfolio, value $3,730,719.

    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 126,106 shares
    Change vs previous 13F -137,352 shares

    4.13% of the 13F portfolio, value $12,162,924.

    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 263,458 shares
    Change vs previous 13F +109,216 shares

    8.52% of the 13F portfolio, value $25,505,369.

    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 154,242 shares
    Change vs previous 13F not available

    4.28% of the 13F portfolio, value $13,943,477.

    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).