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Welch & Forbes LLC: FISV position timeline

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

Welch & Forbes LLC held 308,444 FISV 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 308,444 shares
    Change vs previous 13F -197,950 shares

    0.18% of the 13F portfolio, value $15,129,222.

    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 506,394 shares
    Change vs previous 13F -50,990 shares

    0.37% of the 13F portfolio, value $28,256,792.

    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 557,384 shares
    Change vs previous 13F -314,991 shares

    0.45% of the 13F portfolio, value $37,439,553.

    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 872,375 shares
    Change vs previous 13F +6,556 shares

    1.35% of the 13F portfolio, value $112,475,486.

    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 865,819 shares
    Change vs previous 13F +6,323 shares

    1.86% of the 13F portfolio, value $149,275,997.

    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 859,496 shares
    Change vs previous 13F -15,265 shares

    2.48% of the 13F portfolio, value $189,802,648.

    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 874,761 shares
    Change vs previous 13F -21,833 shares

    2.31% of the 13F portfolio, value $179,693,539.

    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 896,594 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $161,073,329.

    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).