Welch & Forbes LLC: EPD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Welch & Forbes LLC on EPD, newest first. How the timeline and the estimate are built.
Welch & Forbes LLC held 34,416 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 34,416 sharesChange vs previous 13F +5,121 shares
0.02% of the 13F portfolio, value $1,265,132.
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 29,295 sharesChange vs previous 13F +29,295 shares
0.01% of the 13F portfolio, value $1,108,522.
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 0 sharesChange vs previous 13F -29,133 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 29,133 sharesChange vs previous 13F -830 shares
0.01% of the 13F portfolio, value $910,990.
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 29,963 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $929,152.
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 29,963 sharesChange vs previous 13F -25 shares
0.01% of the 13F portfolio, value $1,022,937.
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 29,988 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $940,424.
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 29,988 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $872,950.
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).