Skip to content
Disclosery

Welch & Forbes LLC: BIV position timeline

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

Welch & Forbes LLC held 10,809 BIV 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 10,809 shares
    Change vs previous 13F -378 shares

    0.01% of the 13F portfolio, value $829,064.

    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 11,187 shares
    Change vs previous 13F +254 shares

    0.01% of the 13F portfolio, value $863,420.

    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 10,933 shares
    Change vs previous 13F +95 shares

    0.01% of the 13F portfolio, value $851,462.

    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 10,838 shares
    Change vs previous 13F +503 shares

    0.01% of the 13F portfolio, value $846,343.

    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 10,335 shares
    Change vs previous 13F +307 shares

    0.01% of the 13F portfolio, value $799,316.

    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 10,028 shares
    Change vs previous 13F -63 shares

    0.01% of the 13F portfolio, value $767,848.

    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 10,091 shares
    Change vs previous 13F +1,826 shares

    0.01% of the 13F portfolio, value $754,105.

    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 8,265 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $647,732.

    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).