Skip to content
Disclosery

Welch & Forbes LLC: SPGI position timeline

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

Welch & Forbes LLC held 4,413 SPGI 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 4,413 shares
    Change vs previous 13F +34 shares

    0.02% of the 13F portfolio, value $1,797,239.

    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 4,379 shares
    Change vs previous 13F -50 shares

    0.02% of the 13F portfolio, value $1,862,563.

    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 4,429 shares
    Change vs previous 13F -5 shares

    0.03% of the 13F portfolio, value $2,314,552.

    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 4,434 shares
    Change vs previous 13F +3,317 shares

    0.03% of the 13F portfolio, value $2,158,073.

    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 1,117 shares
    Change vs previous 13F -12 shares

    0.01% of the 13F portfolio, value $588,984.

    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 1,129 shares
    Change vs previous 13F -20 shares

    0.01% of the 13F portfolio, value $573,645.

    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 1,149 shares
    Change vs previous 13F +32 shares

    0.01% of the 13F portfolio, value $572,236.

    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 1,117 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $577,063.

    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).