Welch & Forbes LLC: KMX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Welch & Forbes LLC on KMX, newest first. How the timeline and the estimate are built.
Welch & Forbes LLC held 387,190 KMX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 387,190 sharesChange vs previous 13F -39,643 shares
0.25% of the 13F portfolio, value $20,478,506.
13F-HR 0000105495-26-000003 filed by Welch & Forbes LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 426,833 sharesChange vs previous 13F -19,740 shares
0.23% of the 13F portfolio, value $17,747,749.
13F-HR 0000105495-26-000002 filed by Welch & Forbes LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 446,573 sharesChange vs previous 13F -371,647 shares
0.21% of the 13F portfolio, value $17,255,582.
13F-HR 0000105495-26-000001 filed by Welch & Forbes LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 818,220 sharesChange vs previous 13F -40,251 shares
0.44% of the 13F portfolio, value $36,713,660.
13F-HR 0000105495-25-000002 filed by Welch & Forbes LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 858,471 sharesChange vs previous 13F -15,292 shares
0.72% of the 13F portfolio, value $57,697,932.
13F-HR 0001085146-25-004501 filed by Welch & Forbes LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 873,763 sharesChange vs previous 13F +3,420 shares
0.89% of the 13F portfolio, value $68,083,621.
13F-HR 0001085146-25-002565 filed by Welch & Forbes LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 870,343 sharesChange vs previous 13F -19,746 shares
0.91% of the 13F portfolio, value $71,159,242.
13F-HR 0001085146-25-000876 filed by Welch & Forbes LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 890,089 sharesChange vs previous 13F not available
0.88% of the 13F portfolio, value $68,875,227.
13F-HR 0001085146-24-005341 filed by Welch & Forbes LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).