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Welch & Forbes LLC: BRK-B position timeline

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

Welch & Forbes LLC held 115,656 BRK-B 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 115,656 shares
    Change vs previous 13F -1,880 shares

    0.7% of the 13F portfolio, value $57,873,220.

    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 117,536 shares
    Change vs previous 13F -1,095 shares

    0.73% of the 13F portfolio, value $56,323,241.

    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 118,631 shares
    Change vs previous 13F -2,027 shares

    0.72% of the 13F portfolio, value $59,629,968.

    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 120,658 shares
    Change vs previous 13F -528 shares

    0.73% of the 13F portfolio, value $60,659,672.

    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 121,186 shares
    Change vs previous 13F -1,660 shares

    0.74% of the 13F portfolio, value $58,868,574.

    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 122,846 shares
    Change vs previous 13F -1,582 shares

    0.86% of the 13F portfolio, value $65,425,386.

    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 124,428 shares
    Change vs previous 13F -4,665 shares

    0.73% of the 13F portfolio, value $56,400,735.

    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 129,093 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $59,416,395.

    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).