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Welch & Forbes LLC: TD position timeline

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

Welch & Forbes LLC held 43,217 TD 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 43,217 shares
    Change vs previous 13F -99 shares

    0.06% of the 13F portfolio, value $5,247,843.

    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 43,316 shares
    Change vs previous 13F -418 shares

    0.05% of the 13F portfolio, value $4,041,815.

    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 43,734 shares
    Change vs previous 13F -1,500 shares

    0.05% of the 13F portfolio, value $4,119,742.

    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 45,234 shares
    Change vs previous 13F -1,776 shares

    0.04% of the 13F portfolio, value $3,616,460.

    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 47,010 shares
    Change vs previous 13F -9,916 shares

    0.04% of the 13F portfolio, value $3,452,888.

    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 56,926 shares
    Change vs previous 13F -10,048 shares

    0.04% of the 13F portfolio, value $3,412,145.

    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 66,974 shares
    Change vs previous 13F -26,498 shares

    0.05% of the 13F portfolio, value $3,565,695.

    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 93,472 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,913,042.

    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).