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CABOT WEALTH MANAGEMENT INC: OMC position timeline

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

CABOT WEALTH MANAGEMENT INC held 116,231 OMC 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 116,231 shares
    Change vs previous 13F -4,566 shares

    0.86% of the 13F portfolio, value $8,465,085.

    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 120,797 shares
    Change vs previous 13F -333 shares

    1.05% of the 13F portfolio, value $9,097,213.

    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 121,130 shares
    Change vs previous 13F -2,551 shares

    1.08% of the 13F portfolio, value $9,781,253.

    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 123,681 shares
    Change vs previous 13F -5,351 shares

    1.12% of the 13F portfolio, value $10,083,741.

    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 129,032 shares
    Change vs previous 13F -6,567 shares

    1.1% of the 13F portfolio, value $9,282,533.

    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 135,599 shares
    Change vs previous 13F -6,416 shares

    1.43% of the 13F portfolio, value $11,242,499.

    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 142,015 shares
    Change vs previous 13F -7,173 shares

    1.55% of the 13F portfolio, value $12,218,956.

    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 149,188 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $15,424,529.

    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).