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CABOT WEALTH MANAGEMENT INC: JHMB position timeline

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

CABOT WEALTH MANAGEMENT INC held 688,349 JHMB 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 688,349 shares
    Change vs previous 13F -6,095 shares

    1.54% of the 13F portfolio, value $15,105,819.

    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 694,444 shares
    Change vs previous 13F +11,167 shares

    1.76% of the 13F portfolio, value $15,286,935.

    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 683,277 shares
    Change vs previous 13F -3,543 shares

    1.67% of the 13F portfolio, value $15,141,418.

    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 686,820 shares
    Change vs previous 13F -3,133 shares

    1.69% of the 13F portfolio, value $15,199,327.

    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 689,953 shares
    Change vs previous 13F +8,693 shares

    1.79% of the 13F portfolio, value $15,087,616.

    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 681,260 shares
    Change vs previous 13F +2,343 shares

    1.9% of the 13F portfolio, value $14,912,781.

    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 678,917 shares
    Change vs previous 13F -5,820 shares

    1.85% of the 13F portfolio, value $14,589,926.

    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 684,737 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $15,303,872.

    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).