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
- period ended2026-06-3013F 308,444 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 506,394 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 557,384 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 872,375 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 865,819 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 859,496 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 874,761 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 896,594 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).