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Welch & Forbes LLC: SBUX position timeline

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

Welch & Forbes LLC held 86,198 SBUX 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 86,198 shares
    Change vs previous 13F +1,647 shares

    0.11% of the 13F portfolio, value $8,808,576.

    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 84,551 shares
    Change vs previous 13F -6,105 shares

    0.1% of the 13F portfolio, value $7,574,926.

    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 90,656 shares
    Change vs previous 13F -7,466 shares

    0.09% of the 13F portfolio, value $7,634,159.

    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 98,122 shares
    Change vs previous 13F -8,720 shares

    0.1% of the 13F portfolio, value $8,301,124.

    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 106,842 shares
    Change vs previous 13F -3,601 shares

    0.12% of the 13F portfolio, value $9,789,947.

    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 110,443 shares
    Change vs previous 13F -3,678 shares

    0.14% of the 13F portfolio, value $10,833,369.

    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 114,121 shares
    Change vs previous 13F -5,182 shares

    0.13% of the 13F portfolio, value $10,413,582.

    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 119,303 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $11,630,868.

    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).