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Disclosery

Cavalier Investments, LLC: XLF position timeline

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

Cavalier Investments, LLC held 25,195 XLF 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 25,195 shares
    Change vs previous 13F +19,730 shares

    0.5% of the 13F portfolio, value $1,350,704.

    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 5,465 shares
    Change vs previous 13F -145,594 shares

    0.07% of the 13F portfolio, value $269,807.

    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 151,059 shares
    Change vs previous 13F +4,636 shares

    2.57% of the 13F portfolio, value $8,273,501.

    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 146,423 shares
    Change vs previous 13F +7,564 shares

    2.71% of the 13F portfolio, value $6,716,564.

    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 138,859 shares
    Change vs previous 13F -3,527 shares

    2.2% of the 13F portfolio, value $7,272,046.

    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 142,386 shares
    Change vs previous 13F +99,928 shares

    2.41% of the 13F portfolio, value $7,092,247.

    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 42,458 shares
    Change vs previous 13F +1,728 shares

    0.69% of the 13F portfolio, value $2,051,995.

    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 40,730 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,845,884.

    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).