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CABOT WEALTH MANAGEMENT INC: IBDU position timeline

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

CABOT WEALTH MANAGEMENT INC held 117,263 IBDU 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 117,263 shares
    Change vs previous 13F +26,556 shares

    0.28% of the 13F portfolio, value $2,715,811.

    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 90,707 shares
    Change vs previous 13F +10,094 shares

    0.24% of the 13F portfolio, value $2,109,845.

    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 80,613 shares
    Change vs previous 13F +2,485 shares

    0.21% of the 13F portfolio, value $1,886,749.

    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 78,128 shares
    Change vs previous 13F +3,488 shares

    0.2% of the 13F portfolio, value $1,833,664.

    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 74,640 shares
    Change vs previous 13F +1,937 shares

    0.21% of the 13F portfolio, value $1,741,351.

    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 72,703 shares
    Change vs previous 13F +1,789 shares

    0.21% of the 13F portfolio, value $1,681,620.

    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 70,914 shares
    Change vs previous 13F +700 shares

    0.21% of the 13F portfolio, value $1,616,839.

    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 70,214 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,650,731.

    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).