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Welch & Forbes LLC: DIS position timeline

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

Welch & Forbes LLC held 31,601 DIS 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 31,601 shares
    Change vs previous 13F -2,527 shares

    0.04% of the 13F portfolio, value $3,041,612.

    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 34,128 shares
    Change vs previous 13F -299 shares

    0.04% of the 13F portfolio, value $3,289,258.

    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 34,427 shares
    Change vs previous 13F -3,348 shares

    0.05% of the 13F portfolio, value $3,916,770.

    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 37,775 shares
    Change vs previous 13F -1,321 shares

    0.05% of the 13F portfolio, value $4,325,245.

    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 39,096 shares
    Change vs previous 13F -212 shares

    0.06% of the 13F portfolio, value $4,848,306.

    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 39,308 shares
    Change vs previous 13F -1,795 shares

    0.05% of the 13F portfolio, value $3,879,704.

    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 41,103 shares
    Change vs previous 13F -182 shares

    0.06% of the 13F portfolio, value $4,576,833.

    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 41,285 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,971,212.

    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).