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CABOT WEALTH MANAGEMENT INC: MOAT position timeline

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

CABOT WEALTH MANAGEMENT INC held 157,363 MOAT 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 157,363 shares
    Change vs previous 13F +63,464 shares

    1.67% of the 13F portfolio, value $16,359,499.

    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 93,899 shares
    Change vs previous 13F +15,795 shares

    1.04% of the 13F portfolio, value $9,080,072.

    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 78,104 shares
    Change vs previous 13F +5,919 shares

    0.89% of the 13F portfolio, value $8,088,491.

    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 72,185 shares
    Change vs previous 13F +4,826 shares

    0.79% of the 13F portfolio, value $7,154,255.

    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 67,359 shares
    Change vs previous 13F +1,870 shares

    0.75% of the 13F portfolio, value $6,317,601.

    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 65,489 shares
    Change vs previous 13F +4,287 shares

    0.73% of the 13F portfolio, value $5,763,032.

    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 61,202 shares
    Change vs previous 13F -1,193 shares

    0.72% of the 13F portfolio, value $5,674,955.

    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 62,395 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $6,049,195.

    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).