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CABOT WEALTH MANAGEMENT INC: CDW position timeline

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

CABOT WEALTH MANAGEMENT INC held 68,775 CDW 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 68,775 shares
    Change vs previous 13F -1,318 shares

    0.98% of the 13F portfolio, value $9,672,495.

    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 70,093 shares
    Change vs previous 13F +1,077 shares

    0.98% of the 13F portfolio, value $8,482,693.

    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 69,016 shares
    Change vs previous 13F -2,004 shares

    1.04% of the 13F portfolio, value $9,399,941.

    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 71,020 shares
    Change vs previous 13F +6 shares

    1.25% of the 13F portfolio, value $11,312,122.

    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 71,014 shares
    Change vs previous 13F +167 shares

    1.51% of the 13F portfolio, value $12,682,397.

    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 70,847 shares
    Change vs previous 13F +1,382 shares

    1.45% of the 13F portfolio, value $11,353,898.

    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 69,465 shares
    Change vs previous 13F +1,101 shares

    1.54% of the 13F portfolio, value $12,089,614.

    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 68,364 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $15,470,676.

    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).