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CABOT WEALTH MANAGEMENT INC: FNDA position timeline

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

CABOT WEALTH MANAGEMENT INC held 175,158 FNDA 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 175,158 shares
    Change vs previous 13F +622 shares

    0.68% of the 13F portfolio, value $6,666,528.

    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 174,536 shares
    Change vs previous 13F +7,651 shares

    0.65% of the 13F portfolio, value $5,660,215.

    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 166,885 shares
    Change vs previous 13F +11,988 shares

    0.58% of the 13F portfolio, value $5,258,533.

    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 154,897 shares
    Change vs previous 13F +2,732 shares

    0.54% of the 13F portfolio, value $4,826,582.

    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 152,165 shares
    Change vs previous 13F +5,912 shares

    0.52% of the 13F portfolio, value $4,359,533.

    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 146,253 shares
    Change vs previous 13F +14 shares

    0.51% of the 13F portfolio, value $4,005,871.

    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 146,239 shares
    Change vs previous 13F +71,578 shares

    0.55% of the 13F portfolio, value $4,343,284.

    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 74,661 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $4,447,556.

    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).