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
- period ended2026-06-3013F 99,915 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 100,357 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 102,259 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 103,038 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 103,072 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 103,697 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 105,462 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 110,810 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).