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Disclosery

Welch & Forbes LLC: IWO position timeline

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

Welch & Forbes LLC held 13,919 IWO 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 13,919 shares
    Change vs previous 13F -61 shares

    0.07% of the 13F portfolio, value $5,483,529.

    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 13,980 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $4,387,064.

    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 13,980 shares
    Change vs previous 13F -5 shares

    0.05% of the 13F portfolio, value $4,515,677.

    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 13,985 shares
    Change vs previous 13F -233 shares

    0.05% of the 13F portfolio, value $4,475,759.

    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 14,218 shares
    Change vs previous 13F -385 shares

    0.05% of the 13F portfolio, value $4,064,365.

    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 14,603 shares
    Change vs previous 13F -3 shares

    0.05% of the 13F portfolio, value $3,731,509.

    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 14,606 shares
    Change vs previous 13F -395 shares

    0.05% of the 13F portfolio, value $4,203,909.

    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 15,001 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,260,284.

    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).