Skip to content
Disclosery

Welch Group, LLC: SPY position timeline

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

Welch Group, LLC held 7,346 SPY 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 7,346 shares
    Change vs previous 13F +2,049 shares

    0.19% of the 13F portfolio, value $5,485,898.

    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 5,297 shares
    Change vs previous 13F -7,968 shares

    0.13% of the 13F portfolio, value $3,444,801.

    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 13,265 shares
    Change vs previous 13F +7,673 shares

    0.35% of the 13F portfolio, value $9,045,452.

    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 5,592 shares
    Change vs previous 13F +540 shares

    0.15% of the 13F portfolio, value $3,725,584.

    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 5,052 shares
    Change vs previous 13F +1,352 shares

    0.13% of the 13F portfolio, value $3,121,558.

    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 3,700 shares
    Change vs previous 13F -4,748 shares

    0.09% of the 13F portfolio, value $2,055,998.

    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 8,448 shares
    Change vs previous 13F +6,056 shares

    0.22% of the 13F portfolio, value $4,969,226.

    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 2,392 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,372,222.

    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).