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Welch & Forbes LLC: META position timeline

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

Welch & Forbes LLC held 148,710 META 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 148,710 shares
    Change vs previous 13F +14,741 shares

    1.02% of the 13F portfolio, value $83,766,950.

    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 133,969 shares
    Change vs previous 13F +3,938 shares

    0.99% of the 13F portfolio, value $76,647,779.

    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 130,031 shares
    Change vs previous 13F +3,869 shares

    1.04% of the 13F portfolio, value $85,832,256.

    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 126,162 shares
    Change vs previous 13F +2,132 shares

    1.12% of the 13F portfolio, value $92,650,965.

    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 124,030 shares
    Change vs previous 13F +4,699 shares

    1.14% of the 13F portfolio, value $91,545,379.

    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 119,331 shares
    Change vs previous 13F +6,454 shares

    0.9% of the 13F portfolio, value $68,777,628.

    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 112,877 shares
    Change vs previous 13F +42 shares

    0.85% of the 13F portfolio, value $66,090,706.

    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 112,835 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $64,591,263.

    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).