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Welch & Forbes LLC: SYK position timeline

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

Welch & Forbes LLC held 519,496 SYK 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 519,496 shares
    Change vs previous 13F +10,441 shares

    1.99% of the 13F portfolio, value $163,558,119.

    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 509,055 shares
    Change vs previous 13F -3,424 shares

    2.16% of the 13F portfolio, value $167,270,611.

    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 512,479 shares
    Change vs previous 13F -1,143 shares

    2.18% of the 13F portfolio, value $180,121,160.

    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 513,622 shares
    Change vs previous 13F -767 shares

    2.29% of the 13F portfolio, value $189,870,797.

    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 514,389 shares
    Change vs previous 13F -2,275 shares

    2.54% of the 13F portfolio, value $203,507,900.

    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 516,664 shares
    Change vs previous 13F -559 shares

    2.52% of the 13F portfolio, value $192,328,487.

    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 517,223 shares
    Change vs previous 13F -2,495 shares

    2.39% of the 13F portfolio, value $186,226,394.

    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 519,718 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $187,753,474.

    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).