Skip to content

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

  1. period ended2026-06-30
    13F 63,063 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 63,032 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 61,350 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 57,206 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 56,943 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 56,789 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 55,637 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 61,361 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).