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CABOT WEALTH MANAGEMENT INC: SHW position timeline

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

CABOT WEALTH MANAGEMENT INC held 3,710 SHW 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 3,710 shares
    Change vs previous 13F -1,635 shares

    0.13% of the 13F portfolio, value $1,277,427.

    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 5,345 shares
    Change vs previous 13F -2,444 shares

    0.2% of the 13F portfolio, value $1,713,340.

    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 7,789 shares
    Change vs previous 13F -794 shares

    0.28% of the 13F portfolio, value $2,523,870.

    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 8,583 shares
    Change vs previous 13F -29 shares

    0.33% of the 13F portfolio, value $2,971,950.

    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 8,612 shares
    Change vs previous 13F -48 shares

    0.35% of the 13F portfolio, value $2,957,016.

    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 8,660 shares
    Change vs previous 13F +104 shares

    0.39% of the 13F portfolio, value $3,023,985.

    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 8,556 shares
    Change vs previous 13F +20 shares

    0.37% of the 13F portfolio, value $2,908,441.

    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 8,536 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,257,935.

    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).