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Disclosery

CABOT WEALTH MANAGEMENT INC: SPIB position timeline

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

CABOT WEALTH MANAGEMENT INC held 0 SPIB shares at 2025-03-31 per its 13F-HR filed 2025-04-22.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -398,838 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 398,838 shares
    Change vs previous 13F +18,294 shares

    1.66% of the 13F portfolio, value $13,065,933.

    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).

  3. period ended2024-09-30
    13F 380,544 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $12,828,138.

    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).