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Welch & Forbes LLC: BSV position timeline

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

Welch & Forbes LLC held 49,210 BSV 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 49,210 shares
    Change vs previous 13F -8,609 shares

    0.05% of the 13F portfolio, value $3,833,956.

    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 57,819 shares
    Change vs previous 13F -1,172 shares

    0.06% of the 13F portfolio, value $4,533,588.

    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 58,991 shares
    Change vs previous 13F +29,712 shares

    0.06% of the 13F portfolio, value $4,649,080.

    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 29,279 shares
    Change vs previous 13F +455 shares

    0.03% of the 13F portfolio, value $2,310,416.

    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 28,824 shares
    Change vs previous 13F +246 shares

    0.03% of the 13F portfolio, value $2,268,468.

    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 28,578 shares
    Change vs previous 13F -2,228 shares

    0.03% of the 13F portfolio, value $2,237,083.

    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 30,806 shares
    Change vs previous 13F -1,203 shares

    0.03% of the 13F portfolio, value $2,380,386.

    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 32,009 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,518,795.

    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).