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Welch & Forbes LLC: IVV position timeline

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

Welch & Forbes LLC held 16,765 IVV 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 16,765 shares
    Change vs previous 13F -299 shares

    0.15% of the 13F portfolio, value $12,555,146.

    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 17,064 shares
    Change vs previous 13F -1,276 shares

    0.14% of the 13F portfolio, value $11,146,375.

    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 18,340 shares
    Change vs previous 13F +890 shares

    0.15% of the 13F portfolio, value $12,561,804.

    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 17,450 shares
    Change vs previous 13F +84 shares

    0.14% of the 13F portfolio, value $11,679,291.

    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 17,366 shares
    Change vs previous 13F +108 shares

    0.13% of the 13F portfolio, value $10,782,553.

    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 17,258 shares
    Change vs previous 13F -1,274 shares

    0.13% of the 13F portfolio, value $9,697,274.

    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 18,532 shares
    Change vs previous 13F +491 shares

    0.14% of the 13F portfolio, value $10,909,418.

    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 18,041 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $10,406,407.

    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).