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Welch & Forbes LLC: SHOP position timeline

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

Welch & Forbes LLC held 159,087 SHOP 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 159,087 shares
    Change vs previous 13F +5,556 shares

    0.22% of the 13F portfolio, value $18,164,593.

    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 153,531 shares
    Change vs previous 13F +597 shares

    0.24% of the 13F portfolio, value $18,211,874.

    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 152,934 shares
    Change vs previous 13F +2,386 shares

    0.3% of the 13F portfolio, value $24,617,800.

    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 150,548 shares
    Change vs previous 13F +4,432 shares

    0.27% of the 13F portfolio, value $22,372,946.

    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 146,116 shares
    Change vs previous 13F +2,515 shares

    0.21% of the 13F portfolio, value $16,854,514.

    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 143,601 shares
    Change vs previous 13F +19,050 shares

    0.18% of the 13F portfolio, value $13,711,025.

    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 124,551 shares
    Change vs previous 13F +761 shares

    0.17% of the 13F portfolio, value $13,243,522.

    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 123,790 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $9,920,558.

    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).