Welch & Forbes LLC: MDY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Welch & Forbes LLC on MDY, newest first. How the timeline and the estimate are built.
Welch & Forbes LLC held 142,173 MDY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 142,173 sharesChange vs previous 13F -19,381 shares
1.22% of the 13F portfolio, value $99,996,024.
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 161,554 sharesChange vs previous 13F -5,199 shares
1.29% of the 13F portfolio, value $99,640,041.
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 166,753 sharesChange vs previous 13F -1,777 shares
1.22% of the 13F portfolio, value $100,598,752.
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 168,530 sharesChange vs previous 13F -917 shares
1.21% of the 13F portfolio, value $100,448,960.
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 169,447 sharesChange vs previous 13F -437 shares
1.2% of the 13F portfolio, value $95,988,323.
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 169,884 sharesChange vs previous 13F -1,963 shares
1.19% of the 13F portfolio, value $90,629,699.
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 171,847 sharesChange vs previous 13F +31,537 shares
1.26% of the 13F portfolio, value $97,880,690.
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 140,310 sharesChange vs previous 13F not available
1.02% of the 13F portfolio, value $79,929,057.
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).