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Welch & Forbes LLC: AVGO position timeline

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

Welch & Forbes LLC held 263,007 AVGO 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 263,007 shares
    Change vs previous 13F +21,566 shares

    1.21% of the 13F portfolio, value $99,351,140.

    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 241,441 shares
    Change vs previous 13F +11,865 shares

    0.97% of the 13F portfolio, value $74,728,520.

    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 229,576 shares
    Change vs previous 13F +17,706 shares

    0.96% of the 13F portfolio, value $79,456,493.

    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 211,870 shares
    Change vs previous 13F +6,979 shares

    0.84% of the 13F portfolio, value $69,898,139.

    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 204,891 shares
    Change vs previous 13F +30,733 shares

    0.71% of the 13F portfolio, value $56,478,362.

    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 174,158 shares
    Change vs previous 13F +32,685 shares

    0.38% of the 13F portfolio, value $29,159,363.

    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 141,473 shares
    Change vs previous 13F +27,933 shares

    0.42% of the 13F portfolio, value $32,799,107.

    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 113,540 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $19,585,709.

    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).