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Disclosery

Welch Group, LLC: IWM position timeline

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

Welch Group, LLC held 3,077 IWM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,077 shares
    Change vs previous 13F -84 shares

    0.03% of the 13F portfolio, value $924,485.

    13F-HR 0001443095-26-000006 filed by Welch Group, 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 3,161 shares
    Change vs previous 13F +26 shares

    0.03% of the 13F portfolio, value $783,928.

    13F-HR 0001443095-26-000004 filed by Welch Group, 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 3,135 shares
    Change vs previous 13F +925 shares

    0.03% of the 13F portfolio, value $771,712.

    13F-HR 0001443095-26-000001 filed by Welch Group, 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 2,210 shares
    Change vs previous 13F +196 shares

    0.02% of the 13F portfolio, value $534,732.

    13F-HR 0001443095-25-000008 filed by Welch Group, 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 2,014 shares
    Change vs previous 13F +551 shares

    0.02% of the 13F portfolio, value $434,602.

    13F-HR 0001443095-25-000007 filed by Welch Group, 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 1,463 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $293,259.

    13F-HR 0001443095-25-000003 filed by Welch Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).