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CABOT WEALTH MANAGEMENT INC: IBDV position timeline

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

CABOT WEALTH MANAGEMENT INC held 119,446 IBDV 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 119,446 shares
    Change vs previous 13F +32,047 shares

    0.27% of the 13F portfolio, value $2,603,923.

    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 87,399 shares
    Change vs previous 13F +11,583 shares

    0.22% of the 13F portfolio, value $1,913,164.

    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 75,816 shares
    Change vs previous 13F +4,674 shares

    0.18% of the 13F portfolio, value $1,673,259.

    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 71,142 shares
    Change vs previous 13F +3,092 shares

    0.17% of the 13F portfolio, value $1,575,795.

    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 68,050 shares
    Change vs previous 13F +2,275 shares

    0.18% of the 13F portfolio, value $1,495,739.

    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 65,775 shares
    Change vs previous 13F +3,177 shares

    0.18% of the 13F portfolio, value $1,428,633.

    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 62,598 shares
    Change vs previous 13F +542 shares

    0.17% of the 13F portfolio, value $1,337,093.

    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 62,056 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,375,782.

    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).