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CABOT WEALTH MANAGEMENT INC: FNDX position timeline

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

CABOT WEALTH MANAGEMENT INC held 729,227 FNDX 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 729,227 shares
    Change vs previous 13F -4,909 shares

    2.31% of the 13F portfolio, value $22,678,965.

    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 734,136 shares
    Change vs previous 13F +28,574 shares

    2.35% of the 13F portfolio, value $20,445,698.

    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 705,562 shares
    Change vs previous 13F +42,925 shares

    2.12% of the 13F portfolio, value $19,198,343.

    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 662,637 shares
    Change vs previous 13F +5,791 shares

    1.93% of the 13F portfolio, value $17,427,350.

    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 656,846 shares
    Change vs previous 13F +8,616 shares

    1.92% of the 13F portfolio, value $16,118,994.

    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 648,230 shares
    Change vs previous 13F -1,165 shares

    1.95% of the 13F portfolio, value $15,304,708.

    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 649,395 shares
    Change vs previous 13F +427,017 shares

    1.95% of the 13F portfolio, value $15,377,662.

    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 222,378 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $15,957,810.

    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).