Skip to content

CABOT WEALTH MANAGEMENT INC: DHR position timeline

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

CABOT WEALTH MANAGEMENT INC held 0 DHR 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 0 shares
    Change vs previous 13F -48,584 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 48,584 shares
    Change vs previous 13F -1,035 shares

    1.06% of the 13F portfolio, value $9,211,561.

    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 49,619 shares
    Change vs previous 13F +2,872 shares

    1.26% of the 13F portfolio, value $11,358,814.

    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 46,747 shares
    Change vs previous 13F +3,238 shares

    1.03% of the 13F portfolio, value $9,268,079.

    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 43,509 shares
    Change vs previous 13F -1,226 shares

    1.02% of the 13F portfolio, value $8,594,778.

    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 44,735 shares
    Change vs previous 13F +3,140 shares

    1.17% of the 13F portfolio, value $9,170,683.

    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 41,595 shares
    Change vs previous 13F +14,491 shares

    1.21% of the 13F portfolio, value $9,548,132.

    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 27,104 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $7,535,454.

    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).