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Welch & Forbes LLC: TIP position timeline

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

Welch & Forbes LLC held 50,316 TIP 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 50,316 shares
    Change vs previous 13F +1,269 shares

    0.07% of the 13F portfolio, value $5,506,087.

    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 49,047 shares
    Change vs previous 13F +1,391 shares

    0.07% of the 13F portfolio, value $5,412,830.

    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 47,656 shares
    Change vs previous 13F +1,368 shares

    0.06% of the 13F portfolio, value $5,237,882.

    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 46,288 shares
    Change vs previous 13F +1,806 shares

    0.06% of the 13F portfolio, value $5,148,167.

    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 44,482 shares
    Change vs previous 13F +3,990 shares

    0.06% of the 13F portfolio, value $4,894,801.

    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 40,492 shares
    Change vs previous 13F +11,062 shares

    0.06% of the 13F portfolio, value $4,498,261.

    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 29,430 shares
    Change vs previous 13F +7,008 shares

    0.04% of the 13F portfolio, value $3,135,775.

    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 22,422 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,476,962.

    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).