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Disclosery

Welch & Forbes LLC: IWF position timeline

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

Welch & Forbes LLC held 24,588 IWF 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 24,588 shares
    Change vs previous 13F +19,176 shares

    0.04% of the 13F portfolio, value $3,053,092.

    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 5,412 shares
    Change vs previous 13F -77 shares

    0.03% of the 13F portfolio, value $2,307,677.

    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 5,489 shares
    Change vs previous 13F -126 shares

    0.03% of the 13F portfolio, value $2,597,947.

    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 5,615 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $2,630,124.

    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 5,615 shares
    Change vs previous 13F +525 shares

    0.03% of the 13F portfolio, value $2,384,020.

    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 5,090 shares
    Change vs previous 13F +542 shares

    0.02% of the 13F portfolio, value $1,837,948.

    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 4,548 shares
    Change vs previous 13F +333 shares

    0.02% of the 13F portfolio, value $1,826,388.

    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 4,215 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,582,229.

    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).