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Welch & Forbes LLC: ORCL position timeline

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

Welch & Forbes LLC held 121,788 ORCL 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 121,788 shares
    Change vs previous 13F +7,853 shares

    0.22% of the 13F portfolio, value $17,848,059.

    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 113,935 shares
    Change vs previous 13F +1,280 shares

    0.22% of the 13F portfolio, value $16,760,991.

    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 112,655 shares
    Change vs previous 13F -2,240 shares

    0.27% of the 13F portfolio, value $21,957,598.

    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 114,895 shares
    Change vs previous 13F -1,943 shares

    0.39% of the 13F portfolio, value $32,313,075.

    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 116,838 shares
    Change vs previous 13F +2,519 shares

    0.32% of the 13F portfolio, value $25,544,309.

    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 114,319 shares
    Change vs previous 13F +419 shares

    0.21% of the 13F portfolio, value $15,982,951.

    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 113,900 shares
    Change vs previous 13F -2,546 shares

    0.24% of the 13F portfolio, value $18,980,293.

    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 116,446 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $19,842,397.

    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).