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CABOT WEALTH MANAGEMENT INC: SHY position timeline

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

CABOT WEALTH MANAGEMENT INC held 115,086 SHY 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 115,086 shares
    Change vs previous 13F -94,682 shares

    0.96% of the 13F portfolio, value $9,449,711.

    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 209,768 shares
    Change vs previous 13F +7,122 shares

    1.99% of the 13F portfolio, value $17,320,544.

    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 202,646 shares
    Change vs previous 13F +24,226 shares

    1.86% of the 13F portfolio, value $16,783,142.

    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 178,420 shares
    Change vs previous 13F +72,967 shares

    1.64% of the 13F portfolio, value $14,801,723.

    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 105,453 shares
    Change vs previous 13F +11,853 shares

    1.04% of the 13F portfolio, value $8,737,836.

    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 93,600 shares
    Change vs previous 13F +33,677 shares

    0.99% of the 13F portfolio, value $7,743,528.

    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 59,923 shares
    Change vs previous 13F +161 shares

    0.62% of the 13F portfolio, value $4,912,488.

    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 59,762 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $4,969,210.

    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).