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CABOT WEALTH MANAGEMENT INC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CABOT WEALTH MANAGEMENT INC on AAPL, newest first. How the timeline and the estimate are built.

CABOT WEALTH MANAGEMENT INC held 142,794 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,794 shares
    Change vs previous 13F -4,773 shares

    4.21% of the 13F portfolio, value $41,318,962.

    13F-HR 0001016683-26-000004 filed by CABOT WEALTH MANAGEMENT INC
    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 147,567 shares
    Change vs previous 13F -1,558 shares

    4.31% of the 13F portfolio, value $37,451,140.

    13F-HR 0001016683-26-000002 filed by CABOT WEALTH MANAGEMENT INC
    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 149,125 shares
    Change vs previous 13F -2,053 shares

    4.48% of the 13F portfolio, value $40,541,029.

    13F-HR 0001016683-26-000001 filed by CABOT WEALTH MANAGEMENT INC
    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 151,178 shares
    Change vs previous 13F -565 shares

    4.27% of the 13F portfolio, value $38,494,438.

    13F-HR 0001016683-25-000002 filed by CABOT WEALTH MANAGEMENT INC
    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 151,743 shares
    Change vs previous 13F -2,840 shares

    3.7% of the 13F portfolio, value $31,133,152.

    13F-HR 0001085146-25-004371 filed by CABOT WEALTH MANAGEMENT INC
    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 154,583 shares
    Change vs previous 13F -516 shares

    4.37% of the 13F portfolio, value $34,337,481.

    13F-HR 0001085146-25-002208 filed by CABOT WEALTH MANAGEMENT INC
    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 155,099 shares
    Change vs previous 13F -4,253 shares

    4.93% of the 13F portfolio, value $38,839,831.

    13F-HR 0001085146-25-000741 filed by CABOT WEALTH MANAGEMENT INC
    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 159,352 shares
    Change vs previous 13F not available

    4.64% of the 13F portfolio, value $37,129,056.

    13F-HR 0001085146-24-004908 filed by CABOT WEALTH MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).