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Welch & Forbes LLC: CI position timeline

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

Welch & Forbes LLC held 8,685 CI 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 8,685 shares
    Change vs previous 13F +29 shares

    0.03% of the 13F portfolio, value $2,394,282.

    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 8,656 shares
    Change vs previous 13F -18 shares

    0.03% of the 13F portfolio, value $2,308,994.

    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 8,674 shares
    Change vs previous 13F -68 shares

    0.03% of the 13F portfolio, value $2,387,347.

    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 8,742 shares
    Change vs previous 13F -170 shares

    0.03% of the 13F portfolio, value $2,519,888.

    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 8,912 shares
    Change vs previous 13F -2 shares

    0.04% of the 13F portfolio, value $2,946,131.

    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 8,914 shares
    Change vs previous 13F -610 shares

    0.04% of the 13F portfolio, value $2,932,706.

    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 9,524 shares
    Change vs previous 13F +15 shares

    0.03% of the 13F portfolio, value $2,629,959.

    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 9,509 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,294,296.

    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).