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Welch & Forbes LLC: SPY position timeline

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

Welch & Forbes LLC held 43,500 SPY 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 43,500 shares
    Change vs previous 13F -2,128 shares

    0.39% of the 13F portfolio, value $32,484,509.

    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 45,628 shares
    Change vs previous 13F -10,530 shares

    0.38% of the 13F portfolio, value $29,673,726.

    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 56,158 shares
    Change vs previous 13F +15,846 shares

    0.46% of the 13F portfolio, value $38,295,268.

    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 40,312 shares
    Change vs previous 13F -504 shares

    0.32% of the 13F portfolio, value $26,855,061.

    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 40,816 shares
    Change vs previous 13F -1,611 shares

    0.31% of the 13F portfolio, value $25,218,183.

    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 42,427 shares
    Change vs previous 13F -4,027 shares

    0.31% of the 13F portfolio, value $23,733,258.

    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 46,454 shares
    Change vs previous 13F +5,334 shares

    0.35% of the 13F portfolio, value $27,225,760.

    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 41,120 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $23,593,013.

    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).