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CABOT WEALTH MANAGEMENT INC: AJG position timeline

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

CABOT WEALTH MANAGEMENT INC held 5,623 AJG 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 5,623 shares
    Change vs previous 13F -618 shares

    0.13% of the 13F portfolio, value $1,290,872.

    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 6,241 shares
    Change vs previous 13F +123 shares

    0.16% of the 13F portfolio, value $1,351,676.

    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 6,118 shares
    Change vs previous 13F -297 shares

    0.18% of the 13F portfolio, value $1,583,277.

    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 6,415 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,986,982.

    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 6,415 shares
    Change vs previous 13F -221 shares

    0.24% of the 13F portfolio, value $2,053,570.

    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 6,636 shares
    Change vs previous 13F +128 shares

    0.29% of the 13F portfolio, value $2,291,013.

    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 6,508 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,847,296.

    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 6,508 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,831,156.

    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).