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Disclosery

Welch Group, LLC: SFBS position timeline

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

Welch Group, LLC held 959,733 SFBS 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 959,733 shares
    Change vs previous 13F -16,198 shares

    2.85% of the 13F portfolio, value $83,256,798.

    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 975,931 shares
    Change vs previous 13F -27,572 shares

    2.67% of the 13F portfolio, value $71,077,065.

    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 1,003,503 shares
    Change vs previous 13F +19,727 shares

    2.78% of the 13F portfolio, value $72,041,456.

    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 983,776 shares
    Change vs previous 13F +9,618 shares

    3.09% of the 13F portfolio, value $79,223,467.

    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 974,158 shares
    Change vs previous 13F -27 shares

    3.16% of the 13F portfolio, value $75,506,990.

    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 974,185 shares
    Change vs previous 13F -61,439 shares

    3.51% of the 13F portfolio, value $79,824,696.

    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).

  7. period ended2024-12-31
    13F 1,035,624 shares
    Change vs previous 13F -103,615 shares

    3.99% of the 13F portfolio, value $88,690,833.

    13F-HR 0001443095-25-000001 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).

  8. period ended2024-09-30
    13F 1,139,239 shares
    Change vs previous 13F not available

    3.98% of the 13F portfolio, value $91,651,807.

    13F-HR 0001443095-24-000004 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).