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CABOT WEALTH MANAGEMENT INC: CHE position timeline

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

CABOT WEALTH MANAGEMENT INC held 26,608 CHE 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 26,608 shares
    Change vs previous 13F -117 shares

    1.26% of the 13F portfolio, value $12,392,512.

    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 26,725 shares
    Change vs previous 13F +1,521 shares

    1.16% of the 13F portfolio, value $10,095,166.

    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 25,204 shares
    Change vs previous 13F +366 shares

    1.19% of the 13F portfolio, value $10,783,834.

    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 24,838 shares
    Change vs previous 13F +681 shares

    1.23% of the 13F portfolio, value $11,121,001.

    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 24,157 shares
    Change vs previous 13F +407 shares

    1.4% of the 13F portfolio, value $11,762,787.

    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 23,750 shares
    Change vs previous 13F +329 shares

    1.86% of the 13F portfolio, value $14,613,858.

    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 23,421 shares
    Change vs previous 13F +460 shares

    1.58% of the 13F portfolio, value $12,408,446.

    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 22,961 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $13,798,872.

    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).