Skip to content
Disclosery

CABOT WEALTH MANAGEMENT INC: USFR position timeline

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

CABOT WEALTH MANAGEMENT INC held 129,848 USFR 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 129,848 shares
    Change vs previous 13F -3,211 shares

    0.67% of the 13F portfolio, value $6,537,850.

    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 133,059 shares
    Change vs previous 13F +10,343 shares

    0.77% of the 13F portfolio, value $6,698,190.

    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 122,716 shares
    Change vs previous 13F -62,245 shares

    0.68% of the 13F portfolio, value $6,175,069.

    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 184,961 shares
    Change vs previous 13F -39,320 shares

    1.03% of the 13F portfolio, value $9,297,990.

    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 224,281 shares
    Change vs previous 13F -3,768 shares

    1.34% of the 13F portfolio, value $11,283,577.

    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 228,049 shares
    Change vs previous 13F -81,926 shares

    1.46% of the 13F portfolio, value $11,477,706.

    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 309,975 shares
    Change vs previous 13F +3,945 shares

    1.98% of the 13F portfolio, value $15,597,942.

    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 306,030 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $15,368,827.

    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).