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CABOT WEALTH MANAGEMENT INC: SCHC position timeline

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

CABOT WEALTH MANAGEMENT INC held 59,461 SCHC 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 59,461 shares
    Change vs previous 13F +216 shares

    0.29% of the 13F portfolio, value $2,861,283.

    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 59,245 shares
    Change vs previous 13F +12,165 shares

    0.32% of the 13F portfolio, value $2,769,130.

    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 47,080 shares
    Change vs previous 13F +7,916 shares

    0.24% of the 13F portfolio, value $2,143,571.

    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 39,164 shares
    Change vs previous 13F +9,626 shares

    0.2% of the 13F portfolio, value $1,782,372.

    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 29,538 shares
    Change vs previous 13F +4,215 shares

    0.15% of the 13F portfolio, value $1,258,041.

    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 25,323 shares
    Change vs previous 13F -598 shares

    0.12% of the 13F portfolio, value $908,604.

    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 25,921 shares
    Change vs previous 13F -34,476 shares

    0.11% of the 13F portfolio, value $889,882.

    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 60,397 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,327,101.

    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).