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CABOT WEALTH MANAGEMENT INC: ORCL position timeline

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

CABOT WEALTH MANAGEMENT INC held 18,158 ORCL 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 18,158 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $2,661,055.

    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 18,158 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $2,671,223.

    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 18,158 shares
    Change vs previous 13F -49 shares

    0.39% of the 13F portfolio, value $3,539,176.

    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 18,207 shares
    Change vs previous 13F -372 shares

    0.57% of the 13F portfolio, value $5,120,537.

    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 18,579 shares
    Change vs previous 13F -362 shares

    0.48% of the 13F portfolio, value $4,061,927.

    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 18,941 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $2,648,141.

    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 18,941 shares
    Change vs previous 13F -323 shares

    0.4% of the 13F portfolio, value $3,156,328.

    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 19,264 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,282,586.

    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).