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Disclosery

Welch & Forbes LLC: WFC position timeline

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

Welch & Forbes LLC held 44,645 WFC 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 44,645 shares
    Change vs previous 13F +748 shares

    0.04% of the 13F portfolio, value $3,689,459.

    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 43,897 shares
    Change vs previous 13F -821 shares

    0.05% of the 13F portfolio, value $3,494,644.

    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 44,718 shares
    Change vs previous 13F +320 shares

    0.05% of the 13F portfolio, value $4,167,719.

    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 44,398 shares
    Change vs previous 13F -1,108 shares

    0.04% of the 13F portfolio, value $3,721,442.

    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 45,506 shares
    Change vs previous 13F -688 shares

    0.05% of the 13F portfolio, value $3,645,942.

    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 46,194 shares
    Change vs previous 13F -169 shares

    0.04% of the 13F portfolio, value $3,316,270.

    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 46,363 shares
    Change vs previous 13F +199 shares

    0.04% of the 13F portfolio, value $3,256,535.

    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 46,164 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,607,809.

    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).