Current Market Value 338,068,251
Current Holdings 5
Most Recent File Date 2026-05-06
Total Filings on Record 52
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Cabot-Wellington, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2026-05-06 2026-03-31 13F-HR 5 338,068
2026-01-28 2025-12-31 13F-HR 5 311,834
2025-10-29 2025-09-30 13F-HR 5 309,129
2025-07-30 2025-06-30 13F-HR 5 290,319
2025-04-14 2025-03-31 13F-HR 5 271,416
2025-01-28 2024-12-31 13F-HR 4 263,125
2024-10-25 2024-09-30 13F-HR 4 266,034
2024-07-25 2024-06-30 13F-HR 4 255,382
2024-05-23 2024-03-31 13F-HR 4 257,655
2024-02-08 2023-12-31 13F-HR 3 239,236
2023-11-07 2023-09-30 13F-HR 3 173,123
2023-07-26 2023-06-30 13F-HR 4 180,527
2023-05-15 2023-03-31 13F-HR 4 170,867
2023-03-21 2022-12-31 13F-HR 4 157,236
2023-03-21 2022-09-30 13F-HR 6 148,059
2023-03-21 2022-06-30 13F-HR 8 163,281
2023-03-21 2022-03-31 13F-HR 9 202,200
2023-03-21 2021-12-31 13F-HR 12 217,721
2021-12-30 2021-09-30 13F-HR 17 217,807
2021-12-30 2021-06-30 13F-HR 17 220,710
2021-12-30 2021-03-31 13F-HR 17 209,844
2021-12-30 2020-12-31 13F-HR 17 196,596
2020-12-07 2020-09-30 13F-HR 9 158,017
2020-12-07 2020-06-30 13F-HR 9 147,883
2020-04-09 2020-03-31 13F-HR 9 123,941
2020-01-16 2019-12-31 13F-HR 9 159,374
2019-10-18 2019-09-30 13F-HR 9 144,923
2019-08-19 2019-06-30 13F-HR 9 144,923
2019-04-30 2019-03-31 13F-HR 9 146,558
2019-01-18 2018-12-31 13F-HR 9 149,443
2018-10-17 2018-09-30 13F-HR 9 157,664
2018-07-13 2018-06-30 13F-HR 10 146,118
2018-05-21 2018-03-31 13F-HR 9 135,835
2018-02-13 2017-12-31 13F-HR 13 164,342
2017-10-30 2017-09-30 13F-HR 14 172,131
2017-08-09 2017-06-30 13F-HR 15 173,674
2017-05-16 2017-03-31 13F-HR 18 168,459
2017-01-23 2016-12-31 13F-HR 18 135,483
2016-11-07 2016-09-30 13F-HR 18 123,661
2016-08-09 2016-06-30 13F-HR 18 114,986
2016-05-06 2016-03-31 13F-HR 22 135,679
2016-02-03 2015-12-31 13F-HR 27 147,183
2015-11-13 2015-09-30 13F-HR 32 166,183
2015-08-11 2015-06-30 13F-HR 30 202,886
2015-05-14 2015-03-31 13F-HR 39 235,325
2015-02-11 2014-12-31 13F-HR 43 269,134
2014-11-05 2014-09-30 13F-HR 45 269,356
2014-08-11 2014-06-30 13F-HR 45 282,635
2014-05-14 2014-03-31 13F-HR 44 267,888
2014-02-10 2013-12-31 13F-HR 41 272,255
2013-11-15 2013-09-30 13F-HR 40 255,314
2013-08-14 2013-06-30 13F-HR 39 238,223