And you can see that carriers leaving Yokohama will be arriving at US ports (East and West Coasts) through October into the first few weeks of November. If they are sticking to their timeline, it seems like they would be shipping during this timeframe. Might not apply to the E-force versions, which based on this schedule, would be showing up mid to late Dec/Early Jan based on the transit times of the ships back to Japan and then to the US again, and lines up with recent (poor) communication on availability.
Anyway, that's the end of my crazy theory. Take with as many grains of salt as needed.