CABOT WEALTH MANAGEMENT INC: FNDC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CABOT WEALTH MANAGEMENT INC on FNDC, newest first. How the timeline and the estimate are built.
CABOT WEALTH MANAGEMENT INC held 63,063 FNDC shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 63,063 sharesChange vs previous 13F +31 shares
0.31% of the 13F portfolio, value $3,062,317.
13F-HR 0001016683-26-000004 filed by CABOT WEALTH MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 63,032 sharesChange vs previous 13F +1,682 shares
0.34% of the 13F portfolio, value $2,922,142.
13F-HR 0001016683-26-000002 filed by CABOT WEALTH MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 61,350 sharesChange vs previous 13F +4,144 shares
0.3% of the 13F portfolio, value $2,733,122.
13F-HR 0001016683-26-000001 filed by CABOT WEALTH MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 57,206 sharesChange vs previous 13F +263 shares
0.28% of the 13F portfolio, value $2,546,248.
13F-HR 0001016683-25-000002 filed by CABOT WEALTH MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 56,943 sharesChange vs previous 13F +154 shares
0.28% of the 13F portfolio, value $2,394,462.
13F-HR 0001085146-25-004371 filed by CABOT WEALTH MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 56,789 sharesChange vs previous 13F +1,152 shares
0.26% of the 13F portfolio, value $2,055,775.
13F-HR 0001085146-25-002208 filed by CABOT WEALTH MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 55,637 sharesChange vs previous 13F -5,724 shares
0.24% of the 13F portfolio, value $1,899,460.
13F-HR 0001085146-25-000741 filed by CABOT WEALTH MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 61,361 sharesChange vs previous 13F not available
0.29% of the 13F portfolio, value $2,340,922.
13F-HR 0001085146-24-004908 filed by CABOT WEALTH MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).