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CABOT WEALTH MANAGEMENT INC: FNDE position timeline

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

CABOT WEALTH MANAGEMENT INC held 359,305 FNDE 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 359,305 shares
    Change vs previous 13F +10,960 shares

    1.45% of the 13F portfolio, value $14,257,238.

    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 348,345 shares
    Change vs previous 13F +2,703 shares

    1.53% of the 13F portfolio, value $13,327,694.

    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 345,642 shares
    Change vs previous 13F +20,787 shares

    1.38% of the 13F portfolio, value $12,463,864.

    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 324,855 shares
    Change vs previous 13F +273 shares

    1.3% of the 13F portfolio, value $11,746,773.

    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 324,582 shares
    Change vs previous 13F +76,457 shares

    1.27% of the 13F portfolio, value $10,714,466.

    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 248,125 shares
    Change vs previous 13F -24,983 shares

    0.97% of the 13F portfolio, value $7,642,251.

    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 273,108 shares
    Change vs previous 13F -84,692 shares

    1.01% of the 13F portfolio, value $7,933,789.

    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 357,800 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $11,546,206.

    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).