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Welch & Forbes LLC: PFE position timeline

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

Welch & Forbes LLC held 341,080 PFE 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 341,080 shares
    Change vs previous 13F -5,504 shares

    0.1% of the 13F portfolio, value $8,213,207.

    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 346,584 shares
    Change vs previous 13F -9,079 shares

    0.13% of the 13F portfolio, value $9,732,077.

    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 355,663 shares
    Change vs previous 13F -9,955 shares

    0.11% of the 13F portfolio, value $8,856,018.

    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 365,618 shares
    Change vs previous 13F -10,211 shares

    0.11% of the 13F portfolio, value $9,315,952.

    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 375,829 shares
    Change vs previous 13F -41,228 shares

    0.11% of the 13F portfolio, value $9,110,093.

    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 417,057 shares
    Change vs previous 13F -8,661 shares

    0.14% of the 13F portfolio, value $10,568,234.

    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 425,718 shares
    Change vs previous 13F -30,472 shares

    0.15% of the 13F portfolio, value $11,294,311.

    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 456,190 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $13,202,143.

    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).