Skip to content
Disclosery

Welch & Forbes LLC: DUK position timeline

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

Welch & Forbes LLC held 61,942 DUK 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 61,942 shares
    Change vs previous 13F -5 shares

    0.1% of the 13F portfolio, value $7,840,618.

    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 61,947 shares
    Change vs previous 13F -1,258 shares

    0.1% of the 13F portfolio, value $8,111,340.

    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 63,205 shares
    Change vs previous 13F -83 shares

    0.09% of the 13F portfolio, value $7,408,265.

    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 63,288 shares
    Change vs previous 13F +1,213 shares

    0.09% of the 13F portfolio, value $7,831,914.

    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 62,075 shares
    Change vs previous 13F +1,005 shares

    0.09% of the 13F portfolio, value $7,324,850.

    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 61,070 shares
    Change vs previous 13F -1,385 shares

    0.1% of the 13F portfolio, value $7,448,716.

    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 62,455 shares
    Change vs previous 13F -335 shares

    0.09% of the 13F portfolio, value $6,728,899.

    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 62,790 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,239,691.

    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).