Welch & Forbes LLC: CVS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Welch & Forbes LLC on CVS, newest first. How the timeline and the estimate are built.
Welch & Forbes LLC held 15,678 CVS shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 15,678 sharesChange vs previous 13F +1,173 shares
0.02% of the 13F portfolio, value $1,621,891.
13F-HR 0000105495-26-000003 filed by Welch & Forbes LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,505 sharesChange vs previous 13F -2,698 shares
0.01% of the 13F portfolio, value $1,041,750.
13F-HR 0000105495-26-000002 filed by Welch & Forbes LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,203 sharesChange vs previous 13F +173 shares
0.02% of the 13F portfolio, value $1,365,231.
13F-HR 0000105495-26-000001 filed by Welch & Forbes LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 17,030 sharesChange vs previous 13F -5,704 shares
0.02% of the 13F portfolio, value $1,283,894.
13F-HR 0000105495-25-000002 filed by Welch & Forbes LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 22,734 sharesChange vs previous 13F -10,312 shares
0.02% of the 13F portfolio, value $1,568,194.
13F-HR 0001085146-25-004501 filed by Welch & Forbes LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 33,046 sharesChange vs previous 13F -7,133 shares
0.03% of the 13F portfolio, value $2,238,870.
13F-HR 0001085146-25-002565 filed by Welch & Forbes LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 40,179 sharesChange vs previous 13F -10,935 shares
0.02% of the 13F portfolio, value $1,803,639.
13F-HR 0001085146-25-000876 filed by Welch & Forbes LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 51,114 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $3,214,047.
13F-HR 0001085146-24-005341 filed by Welch & Forbes LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).