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Disclosery

Welch & Forbes LLC: V position timeline

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

Welch & Forbes LLC held 705,106 V 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 705,106 shares
    Change vs previous 13F -14,445 shares

    2.94% of the 13F portfolio, value $241,914,979.

    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 719,551 shares
    Change vs previous 13F -6,171 shares

    2.81% of the 13F portfolio, value $217,477,101.

    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 725,722 shares
    Change vs previous 13F -1,495 shares

    3.08% of the 13F portfolio, value $254,518,128.

    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 727,217 shares
    Change vs previous 13F -5,136 shares

    2.99% of the 13F portfolio, value $248,257,541.

    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 732,353 shares
    Change vs previous 13F -5,649 shares

    3.25% of the 13F portfolio, value $260,022,218.

    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 738,002 shares
    Change vs previous 13F -6,748 shares

    3.38% of the 13F portfolio, value $258,640,348.

    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 744,750 shares
    Change vs previous 13F -4,556 shares

    3.03% of the 13F portfolio, value $235,370,765.

    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 749,306 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $206,021,934.

    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).