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
- period ended2026-06-3013F 178,868 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 179,504 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 181,671 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 182,624 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 185,809 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 213,247 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 233,715 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 245,111 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).