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Welch & Forbes LLC: EW position timeline

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

Welch & Forbes LLC held 178,868 EW 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 178,868 shares
    Change vs previous 13F -636 shares

    0.2% of the 13F portfolio, value $16,180,413.

    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 179,504 shares
    Change vs previous 13F -2,167 shares

    0.19% of the 13F portfolio, value $14,374,679.

    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 181,671 shares
    Change vs previous 13F -953 shares

    0.19% of the 13F portfolio, value $15,487,473.

    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 182,624 shares
    Change vs previous 13F -3,185 shares

    0.17% of the 13F portfolio, value $14,202,677.

    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 185,809 shares
    Change vs previous 13F -27,438 shares

    0.18% of the 13F portfolio, value $14,532,136.

    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 213,247 shares
    Change vs previous 13F -20,468 shares

    0.2% of the 13F portfolio, value $15,456,142.

    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 233,715 shares
    Change vs previous 13F -11,396 shares

    0.22% of the 13F portfolio, value $17,301,933.

    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 245,111 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $16,174,898.

    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).