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Cavalier Investments, LLC: XLV position timeline

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

Cavalier Investments, LLC held 107,957 XLV 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 107,957 shares
    Change vs previous 13F +103,284 shares

    6.3% of the 13F portfolio, value $17,128,458.

    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 4,673 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $685,109.

    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).