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Welch & Forbes LLC: EXPD position timeline

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

Welch & Forbes LLC held 99,915 EXPD 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 99,915 shares
    Change vs previous 13F -442 shares

    0.2% of the 13F portfolio, value $16,284,147.

    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 100,357 shares
    Change vs previous 13F -1,902 shares

    0.19% of the 13F portfolio, value $14,374,141.

    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 102,259 shares
    Change vs previous 13F -779 shares

    0.18% of the 13F portfolio, value $15,237,616.

    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 103,038 shares
    Change vs previous 13F -34 shares

    0.15% of the 13F portfolio, value $12,631,425.

    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 103,072 shares
    Change vs previous 13F -625 shares

    0.15% of the 13F portfolio, value $11,775,985.

    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 103,697 shares
    Change vs previous 13F -1,765 shares

    0.16% of the 13F portfolio, value $12,469,573.

    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 105,462 shares
    Change vs previous 13F -5,348 shares

    0.15% of the 13F portfolio, value $11,682,026.

    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 110,810 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $14,560,432.

    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).