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CABOT WEALTH MANAGEMENT INC: IEI position timeline

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

CABOT WEALTH MANAGEMENT INC held 107,436 IEI 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 107,436 shares
    Change vs previous 13F -171,723 shares

    1.28% of the 13F portfolio, value $12,618,358.

    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 279,159 shares
    Change vs previous 13F +7,995 shares

    3.81% of the 13F portfolio, value $33,108,257.

    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 271,164 shares
    Change vs previous 13F +28,319 shares

    3.58% of the 13F portfolio, value $32,363,423.

    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 242,845 shares
    Change vs previous 13F +17,425 shares

    3.22% of the 13F portfolio, value $29,022,406.

    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 225,420 shares
    Change vs previous 13F -25,858 shares

    3.19% of the 13F portfolio, value $26,845,268.

    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 251,278 shares
    Change vs previous 13F +137,109 shares

    3.78% of the 13F portfolio, value $29,684,727.

    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 114,169 shares
    Change vs previous 13F +1,869 shares

    1.68% of the 13F portfolio, value $13,192,228.

    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 112,300 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $13,431,641.

    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).