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Welch & Forbes LLC: CB position timeline

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

Welch & Forbes LLC held 384,803 CB 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 384,803 shares
    Change vs previous 13F -1,953 shares

    1.59% of the 13F portfolio, value $131,117,901.

    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 386,756 shares
    Change vs previous 13F -7,199 shares

    1.63% of the 13F portfolio, value $126,055,562.

    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 393,955 shares
    Change vs previous 13F -4,485 shares

    1.49% of the 13F portfolio, value $122,961,220.

    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 398,440 shares
    Change vs previous 13F -2,928 shares

    1.35% of the 13F portfolio, value $112,460,019.

    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 401,368 shares
    Change vs previous 13F -2,991 shares

    1.45% of the 13F portfolio, value $116,284,344.

    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 404,359 shares
    Change vs previous 13F -1,506 shares

    1.6% of the 13F portfolio, value $122,112,598.

    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 405,865 shares
    Change vs previous 13F -2,137 shares

    1.44% of the 13F portfolio, value $112,140,813.

    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 408,002 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $117,663,891.

    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).