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CABOT WEALTH MANAGEMENT INC: SPTM position timeline

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

CABOT WEALTH MANAGEMENT INC held 171,433 SPTM 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 171,433 shares
    Change vs previous 13F +42,559 shares

    1.58% of the 13F portfolio, value $15,564,388.

    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 128,874 shares
    Change vs previous 13F +27,897 shares

    1.17% of the 13F portfolio, value $10,188,766.

    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 100,977 shares
    Change vs previous 13F +7,474 shares

    0.92% of the 13F portfolio, value $8,330,634.

    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 93,503 shares
    Change vs previous 13F +4,213 shares

    0.84% of the 13F portfolio, value $7,541,012.

    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 89,290 shares
    Change vs previous 13F +2,127 shares

    0.8% of the 13F portfolio, value $6,686,964.

    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 87,163 shares
    Change vs previous 13F +2,174 shares

    0.76% of the 13F portfolio, value $5,927,956.

    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 84,989 shares
    Change vs previous 13F -4,368 shares

    0.77% of the 13F portfolio, value $6,070,764.

    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 89,357 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $6,260,351.

    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).