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Welch & Forbes LLC: PM position timeline

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

Welch & Forbes LLC held 14,603 PM 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 14,603 shares
    Change vs previous 13F -4,968 shares

    0.03% of the 13F portfolio, value $2,641,828.

    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 19,571 shares
    Change vs previous 13F +299 shares

    0.04% of the 13F portfolio, value $3,235,872.

    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 19,272 shares
    Change vs previous 13F -1,919 shares

    0.04% of the 13F portfolio, value $3,091,228.

    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 21,191 shares
    Change vs previous 13F -515 shares

    0.04% of the 13F portfolio, value $3,437,179.

    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 21,706 shares
    Change vs previous 13F +88 shares

    0.05% of the 13F portfolio, value $3,953,314.

    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 21,618 shares
    Change vs previous 13F -243 shares

    0.04% of the 13F portfolio, value $3,431,427.

    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 21,861 shares
    Change vs previous 13F +1,174 shares

    0.03% of the 13F portfolio, value $2,630,975.

    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 20,687 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,511,399.

    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).