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Disclosery

Welch Group, LLC: WM position timeline

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

Welch Group, LLC held 8,233 WM 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 8,233 shares
    Change vs previous 13F +17 shares

    0.06% of the 13F portfolio, value $1,834,900.

    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 8,216 shares
    Change vs previous 13F -100 shares

    0.07% of the 13F portfolio, value $1,887,881.

    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 8,316 shares
    Change vs previous 13F +35 shares

    0.07% of the 13F portfolio, value $1,827,038.

    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 8,281 shares
    Change vs previous 13F +1,491 shares

    0.07% of the 13F portfolio, value $1,828,622.

    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 6,790 shares
    Change vs previous 13F +2 shares

    0.06% of the 13F portfolio, value $1,553,688.

    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 6,788 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,547,121.

    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 6,788 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,373,009.

    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 6,788 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,409,189.

    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).