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Welch & Forbes LLC: LQD position timeline

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

Welch & Forbes LLC held 52,767 LQD 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 52,767 shares
    Change vs previous 13F -3,103 shares

    0.07% of the 13F portfolio, value $5,755,303.

    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 55,870 shares
    Change vs previous 13F -677 shares

    0.08% of the 13F portfolio, value $6,089,278.

    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 56,547 shares
    Change vs previous 13F -1,732 shares

    0.08% of the 13F portfolio, value $6,230,918.

    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 58,279 shares
    Change vs previous 13F -466 shares

    0.08% of the 13F portfolio, value $6,496,367.

    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 58,745 shares
    Change vs previous 13F -1,525 shares

    0.08% of the 13F portfolio, value $6,439,045.

    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 60,270 shares
    Change vs previous 13F -1,371 shares

    0.09% of the 13F portfolio, value $6,550,750.

    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 61,641 shares
    Change vs previous 13F -7,860 shares

    0.08% of the 13F portfolio, value $6,585,722.

    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 69,501 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,852,230.

    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).