Skip to content
Disclosery

CABOT WEALTH MANAGEMENT INC: SPDW position timeline

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

CABOT WEALTH MANAGEMENT INC held 116,463 SPDW 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 116,463 shares
    Change vs previous 13F +26,622 shares

    0.6% of the 13F portfolio, value $5,868,561.

    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 89,841 shares
    Change vs previous 13F +7,993 shares

    0.47% of the 13F portfolio, value $4,101,233.

    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 81,848 shares
    Change vs previous 13F +4,783 shares

    0.4% of the 13F portfolio, value $3,634,862.

    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 77,065 shares
    Change vs previous 13F +3,569 shares

    0.37% of the 13F portfolio, value $3,297,626.

    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 73,496 shares
    Change vs previous 13F +1,019 shares

    0.35% of the 13F portfolio, value $2,975,867.

    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 72,477 shares
    Change vs previous 13F +1,560 shares

    0.34% of the 13F portfolio, value $2,638,888.

    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 70,917 shares
    Change vs previous 13F +1,488 shares

    0.31% of the 13F portfolio, value $2,420,397.

    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 69,429 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,607,753.

    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).