Skip to content
Disclosery

Cavalier Investments, LLC: XLK position timeline

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

Cavalier Investments, LLC held 231,176 XLK 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 231,176 shares
    Change vs previous 13F +231,176 shares

    16.21% of the 13F portfolio, value $44,043,652.

    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 0 shares
    Change vs previous 13F -20,492 shares

    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).

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

  3. period ended2025-12-31
    13F 20,492 shares
    Change vs previous 13F +10,550 shares

    0.92% of the 13F portfolio, value $2,950,233.

    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 9,942 shares
    Change vs previous 13F -19,504 shares

    0.91% of the 13F portfolio, value $2,256,592.

    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 29,446 shares
    Change vs previous 13F -598 shares

    2.26% of the 13F portfolio, value $7,456,611.

    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 30,044 shares
    Change vs previous 13F -52 shares

    2.11% of the 13F portfolio, value $6,203,485.

    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 30,096 shares
    Change vs previous 13F +1,348 shares

    2.34% of the 13F portfolio, value $6,997,922.

    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 28,748 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $6,490,148.

    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).