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Welch & Forbes LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Welch & Forbes LLC on AGG, newest first. How the timeline and the estimate are built.

Welch & Forbes LLC held 42,377 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,377 shares
    Change vs previous 13F +13,927 shares

    0.05% of the 13F portfolio, value $4,194,482.

    13F-HR 0000105495-26-000003 filed by Welch & Forbes LLC
    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 28,450 shares
    Change vs previous 13F +8,170 shares

    0.04% of the 13F portfolio, value $2,824,239.

    13F-HR 0000105495-26-000002 filed by Welch & Forbes LLC
    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 20,280 shares
    Change vs previous 13F +2,459 shares

    0.02% of the 13F portfolio, value $2,025,567.

    13F-HR 0000105495-26-000001 filed by Welch & Forbes LLC
    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 17,821 shares
    Change vs previous 13F +2,643 shares

    0.02% of the 13F portfolio, value $1,786,569.

    13F-HR 0000105495-25-000002 filed by Welch & Forbes LLC
    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 15,178 shares
    Change vs previous 13F +917 shares

    0.02% of the 13F portfolio, value $1,505,656.

    13F-HR 0001085146-25-004501 filed by Welch & Forbes LLC
    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 14,261 shares
    Change vs previous 13F +2,403 shares

    0.02% of the 13F portfolio, value $1,410,697.

    13F-HR 0001085146-25-002565 filed by Welch & Forbes LLC
    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 11,858 shares
    Change vs previous 13F +2,193 shares

    0.01% of the 13F portfolio, value $1,149,047.

    13F-HR 0001085146-25-000876 filed by Welch & Forbes LLC
    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 9,665 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $978,776.

    13F-HR 0001085146-24-005341 filed by Welch & Forbes LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).