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CABOT WEALTH MANAGEMENT INC: VFMO position timeline

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

CABOT WEALTH MANAGEMENT INC held 50,284 VFMO 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 50,284 shares
    Change vs previous 13F -67,238 shares

    1.28% of the 13F portfolio, value $12,546,241.

    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 117,522 shares
    Change vs previous 13F +3,195 shares

    2.66% of the 13F portfolio, value $23,163,683.

    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 114,327 shares
    Change vs previous 13F +6,098 shares

    2.42% of the 13F portfolio, value $21,865,059.

    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 108,229 shares
    Change vs previous 13F +268 shares

    2.3% of the 13F portfolio, value $20,736,219.

    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 107,961 shares
    Change vs previous 13F +991 shares

    2.21% of the 13F portfolio, value $18,625,510.

    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 106,970 shares
    Change vs previous 13F -3,261 shares

    2.07% of the 13F portfolio, value $16,228,451.

    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 110,231 shares
    Change vs previous 13F -3,648 shares

    2.3% of the 13F portfolio, value $18,118,619.

    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 113,879 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $18,328,825.

    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).