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Welch & Forbes LLC: PEP position timeline

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

Welch & Forbes LLC held 402,525 PEP 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 402,525 shares
    Change vs previous 13F -13,452 shares

    0.66% of the 13F portfolio, value $54,501,907.

    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 415,977 shares
    Change vs previous 13F -13,196 shares

    0.84% of the 13F portfolio, value $64,597,188.

    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 429,173 shares
    Change vs previous 13F -11,653 shares

    0.75% of the 13F portfolio, value $61,594,947.

    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 440,826 shares
    Change vs previous 13F -91,963 shares

    0.75% of the 13F portfolio, value $61,909,630.

    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 532,789 shares
    Change vs previous 13F -23,455 shares

    0.88% of the 13F portfolio, value $70,349,476.

    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 556,244 shares
    Change vs previous 13F -7,208 shares

    1.09% of the 13F portfolio, value $83,403,368.

    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 563,452 shares
    Change vs previous 13F -5,476 shares

    1.1% of the 13F portfolio, value $85,678,660.

    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 568,928 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $96,746,436.

    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).