Welch Financial Planning, LLC: GOOGL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Welch Financial Planning, LLC on GOOGL, newest first. How the timeline and the estimate are built.
Welch Financial Planning, LLC held 2,996 GOOGL shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 2,996 sharesChange vs previous 13F +336 shares
0.62% of the 13F portfolio, value $1,070,681.
13F-HR 0002085141-26-000003 filed by Welch Financial Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,660 sharesChange vs previous 13F +230 shares
0.55% of the 13F portfolio, value $764,910.
13F-HR 0002085141-26-000002 filed by Welch Financial Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,430 sharesChange vs previous 13F not available
0.55% of the 13F portfolio, value $760,590.
13F-HR 0002085141-26-000001 filed by Welch Financial Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).