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CABOT WEALTH MANAGEMENT INC: MSCI position timeline

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

CABOT WEALTH MANAGEMENT INC held 1,689 MSCI 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 1,689 shares
    Change vs previous 13F -789 shares

    0.1% of the 13F portfolio, value $945,908.

    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 2,478 shares
    Change vs previous 13F -194 shares

    0.15% of the 13F portfolio, value $1,335,667.

    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 2,672 shares
    Change vs previous 13F -37 shares

    0.17% of the 13F portfolio, value $1,533,007.

    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 2,709 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,537,114.

    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 2,709 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,562,389.

    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).