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Welch & Forbes LLC: COST position timeline

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

Welch & Forbes LLC held 162,277 COST 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 162,277 shares
    Change vs previous 13F +911 shares

    1.84% of the 13F portfolio, value $151,805,278.

    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 161,366 shares
    Change vs previous 13F -979 shares

    2.08% of the 13F portfolio, value $160,789,933.

    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 162,345 shares
    Change vs previous 13F +352 shares

    1.7% of the 13F portfolio, value $139,996,655.

    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 161,993 shares
    Change vs previous 13F -1,065 shares

    1.81% of the 13F portfolio, value $149,945,611.

    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 163,058 shares
    Change vs previous 13F -2,553 shares

    2.02% of the 13F portfolio, value $161,417,773.

    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 165,611 shares
    Change vs previous 13F -2,149 shares

    2.05% of the 13F portfolio, value $156,631,715.

    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 167,760 shares
    Change vs previous 13F -778 shares

    1.98% of the 13F portfolio, value $153,713,510.

    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 168,538 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $149,412,321.

    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).