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Welch & Forbes LLC: IRM position timeline

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

Welch & Forbes LLC held 639,322 IRM 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 639,322 shares
    Change vs previous 13F -12,746 shares

    0.98% of the 13F portfolio, value $80,752,693.

    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 652,068 shares
    Change vs previous 13F -4,296 shares

    0.86% of the 13F portfolio, value $66,602,179.

    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 656,364 shares
    Change vs previous 13F -2,628 shares

    0.66% of the 13F portfolio, value $54,445,372.

    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 658,992 shares
    Change vs previous 13F -9,946 shares

    0.81% of the 13F portfolio, value $67,177,606.

    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 668,938 shares
    Change vs previous 13F -5,104 shares

    0.86% of the 13F portfolio, value $68,612,941.

    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 674,042 shares
    Change vs previous 13F -5,720 shares

    0.76% of the 13F portfolio, value $57,994,522.

    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 679,762 shares
    Change vs previous 13F -7,707 shares

    0.92% of the 13F portfolio, value $71,449,848.

    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 687,469 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $81,692,005.

    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).