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Welch & Forbes LLC: QQQ position timeline

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

Welch & Forbes LLC held 9,753 QQQ 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 9,753 shares
    Change vs previous 13F -338 shares

    0.09% of the 13F portfolio, value $7,182,110.

    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 10,091 shares
    Change vs previous 13F +278 shares

    0.08% of the 13F portfolio, value $5,824,323.

    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 9,813 shares
    Change vs previous 13F +338 shares

    0.07% of the 13F portfolio, value $6,028,223.

    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 9,475 shares
    Change vs previous 13F +681 shares

    0.07% of the 13F portfolio, value $5,688,511.

    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 8,794 shares
    Change vs previous 13F +3 shares

    0.06% of the 13F portfolio, value $4,851,121.

    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 8,791 shares
    Change vs previous 13F -546 shares

    0.05% of the 13F portfolio, value $4,122,277.

    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 9,337 shares
    Change vs previous 13F +366 shares

    0.06% of the 13F portfolio, value $4,773,354.

    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 8,971 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,378,482.

    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).