Skip to content
Disclosery

Welch & Forbes LLC: WSO position timeline

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

Welch & Forbes LLC held 209,280 WSO 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 209,280 shares
    Change vs previous 13F -525 shares

    1.06% of the 13F portfolio, value $87,213,345.

    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 209,805 shares
    Change vs previous 13F -913 shares

    0.99% of the 13F portfolio, value $76,325,115.

    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 210,718 shares
    Change vs previous 13F -2,513 shares

    0.86% of the 13F portfolio, value $71,001,601.

    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 213,231 shares
    Change vs previous 13F +1,041 shares

    1.04% of the 13F portfolio, value $86,209,532.

    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 212,190 shares
    Change vs previous 13F -67 shares

    1.17% of the 13F portfolio, value $93,707,440.

    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 212,257 shares
    Change vs previous 13F -2,024 shares

    1.41% of the 13F portfolio, value $107,890,463.

    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 214,281 shares
    Change vs previous 13F -622 shares

    1.31% of the 13F portfolio, value $101,545,701.

    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 214,903 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $105,706,505.

    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).