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CABOT WEALTH MANAGEMENT INC: FNDF position timeline

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

CABOT WEALTH MANAGEMENT INC held 579,556 FNDF 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 579,556 shares
    Change vs previous 13F +25,728 shares

    3.11% of the 13F portfolio, value $30,577,353.

    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 553,828 shares
    Change vs previous 13F +23,139 shares

    3.12% of the 13F portfolio, value $27,098,822.

    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 530,689 shares
    Change vs previous 13F +24,108 shares

    2.65% of the 13F portfolio, value $23,992,466.

    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 506,581 shares
    Change vs previous 13F +93 shares

    2.41% of the 13F portfolio, value $21,762,737.

    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 506,488 shares
    Change vs previous 13F +103,182 shares

    2.41% of the 13F portfolio, value $20,269,666.

    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 403,306 shares
    Change vs previous 13F -27,830 shares

    1.86% of the 13F portfolio, value $14,575,490.

    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 431,136 shares
    Change vs previous 13F -101,655 shares

    1.82% of the 13F portfolio, value $14,318,037.

    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 532,791 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $19,910,408.

    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).