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CABOT WEALTH MANAGEMENT INC: IBDT position timeline

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

CABOT WEALTH MANAGEMENT INC held 170,474 IBDT 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 170,474 shares
    Change vs previous 13F +75,003 shares

    0.44% of the 13F portfolio, value $4,304,469.

    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 95,471 shares
    Change vs previous 13F +14,385 shares

    0.28% of the 13F portfolio, value $2,418,280.

    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 81,086 shares
    Change vs previous 13F +4,602 shares

    0.23% of the 13F portfolio, value $2,064,046.

    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 76,484 shares
    Change vs previous 13F +2,661 shares

    0.22% of the 13F portfolio, value $1,951,872.

    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 73,823 shares
    Change vs previous 13F +1,910 shares

    0.22% of the 13F portfolio, value $1,876,581.

    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 71,913 shares
    Change vs previous 13F +6,138 shares

    0.23% of the 13F portfolio, value $1,816,522.

    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 65,775 shares
    Change vs previous 13F +308 shares

    0.21% of the 13F portfolio, value $1,637,798.

    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 65,467 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,671,373.

    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).