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CABOT WEALTH MANAGEMENT INC: ROK position timeline

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

CABOT WEALTH MANAGEMENT INC held 46,611 ROK 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 46,611 shares
    Change vs previous 13F -196 shares

    2.35% of the 13F portfolio, value $23,076,407.

    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 46,807 shares
    Change vs previous 13F -668 shares

    1.93% of the 13F portfolio, value $16,798,236.

    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 47,475 shares
    Change vs previous 13F -583 shares

    2.04% of the 13F portfolio, value $18,471,213.

    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 48,058 shares
    Change vs previous 13F -337 shares

    1.86% of the 13F portfolio, value $16,797,784.

    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 48,395 shares
    Change vs previous 13F -85 shares

    1.91% of the 13F portfolio, value $16,075,402.

    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 48,480 shares
    Change vs previous 13F +649 shares

    1.6% of the 13F portfolio, value $12,526,296.

    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 47,831 shares
    Change vs previous 13F +2,022 shares

    1.74% of the 13F portfolio, value $13,669,621.

    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 45,809 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $12,297,884.

    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).