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CABOT WEALTH MANAGEMENT INC: ROL position timeline

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

CABOT WEALTH MANAGEMENT INC held 49,814 ROL 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 49,814 shares
    Change vs previous 13F -4,493 shares

    0.21% of the 13F portfolio, value $2,079,236.

    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 54,307 shares
    Change vs previous 13F -22,705 shares

    0.33% of the 13F portfolio, value $2,900,537.

    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 77,012 shares
    Change vs previous 13F -3,610 shares

    0.51% of the 13F portfolio, value $4,622,260.

    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 80,622 shares
    Change vs previous 13F -317 shares

    0.53% of the 13F portfolio, value $4,735,736.

    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 80,939 shares
    Change vs previous 13F +245 shares

    0.54% of the 13F portfolio, value $4,566,578.

    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 80,694 shares
    Change vs previous 13F -333 shares

    0.56% of the 13F portfolio, value $4,359,897.

    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 81,027 shares
    Change vs previous 13F +417 shares

    0.48% of the 13F portfolio, value $3,755,601.

    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 80,610 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $4,077,254.

    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).