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Welch & Forbes LLC: IJR position timeline

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

Welch & Forbes LLC held 138,219 IJR 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 138,219 shares
    Change vs previous 13F -2,925 shares

    0.25% of the 13F portfolio, value $20,499,310.

    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 141,144 shares
    Change vs previous 13F +3,169 shares

    0.23% of the 13F portfolio, value $17,545,664.

    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 137,975 shares
    Change vs previous 13F +334 shares

    0.2% of the 13F portfolio, value $16,581,901.

    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 137,641 shares
    Change vs previous 13F +8,361 shares

    0.2% of the 13F portfolio, value $16,355,931.

    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 129,280 shares
    Change vs previous 13F +30,830 shares

    0.18% of the 13F portfolio, value $14,129,055.

    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 98,450 shares
    Change vs previous 13F +44,940 shares

    0.13% of the 13F portfolio, value $10,294,932.

    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 53,510 shares
    Change vs previous 13F +19,554 shares

    0.08% of the 13F portfolio, value $6,165,437.

    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 33,956 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,971,496.

    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).