Current Market Value 8,008,030,232
Current Holdings 372
Most Recent File Date 2025-08-05
Total Filings on Record 50
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Welch & Forbes Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-05 2025-06-30 13F-HR 372 8,008,030
2025-05-02 2025-03-31 13F-HR 370 7,643,312
2025-02-07 2024-12-31 13F-HR 379 7,778,080
2024-11-04 2024-09-30 13F-HR 373 7,857,791
2024-08-02 2024-06-30 13F-HR 366 7,493,606
2024-05-03 2024-03-31 13F-HR 378 7,284,514
2024-02-06 2023-12-31 13F-HR 366 6,620,253
2023-11-03 2023-09-30 13F-HR 367 6,048,025
2023-07-28 2023-06-30 13F-HR 375 6,339,555
2023-04-14 2023-03-31 13F-HR 365 5,905,393
2023-02-02 2022-12-31 13F-HR 368 5,579,393
2022-10-31 2022-09-30 13F-HR 370 5,120,605
2022-07-22 2022-06-30 13F-HR 379 5,465,442
2022-04-25 2022-03-31 13F-HR 389 6,347,387
2022-01-19 2021-12-31 13F-HR 386 6,679,882
2021-10-13 2021-09-30 13F-HR 386 6,017,321
2021-07-22 2021-06-30 13F-HR 388 5,918,517
2021-04-14 2021-03-31 13F-HR 386 5,415,102
2021-01-20 2020-12-31 13F-HR 386 5,111,871
2020-10-23 2020-09-30 13F-HR 353 4,633,937
2020-07-15 2020-06-30 13F-HR 345 4,269,114
2020-04-17 2020-03-31 13F-HR 329 3,580,296
2020-01-17 2019-12-31 13F-HR 351 4,494,581
2019-10-11 2019-09-30 13F-HR 348 4,190,314
2019-07-12 2019-06-30 13F-HR 345 4,107,783
2019-04-29 2019-03-31 13F-HR 347 3,986,072
2019-02-05 2018-12-31 13F-HR 339 3,547,112
2018-10-17 2018-09-30 13F-HR 360 4,195,364
2018-07-16 2018-06-30 13F-HR 359 3,867,554
2018-04-12 2018-03-31 13F-HR 356 3,880,640
2018-01-26 2017-12-31 13F-HR 338 3,746,624
2017-11-13 2017-09-30 13F-HR 332 3,799,118
2017-07-31 2017-06-30 13F-HR 344 3,578,096
2017-07-31 2017-03-31 13F-HR/A 1 R 347 3,493,825
2017-04-27 2017-03-31 13F-HR 315 3,254,669
2017-02-07 2016-12-31 13F-HR 343 3,341,812
2016-11-02 2016-09-30 13F-HR 302 2,891,948
2016-08-02 2016-06-30 13F-HR 337 3,281,435
2016-05-05 2016-03-31 13F-HR 343 3,211,080
2016-01-27 2015-12-31 13F-HR 329 3,116,575
2015-11-05 2015-09-30 13F-HR 328 2,995,788
2015-08-11 2015-06-30 13F-HR 333 3,214,097
2015-04-30 2015-03-31 13F-HR 331 3,328,113
2015-01-27 2014-12-31 13F-HR 0 0
2014-10-27 2014-09-30 13F-HR 349 3,275,874
2014-07-31 2014-06-30 13F-HR 330 3,168,212
2014-05-01 2014-03-31 13F-HR 335 3,157,128
2014-01-17 2013-12-31 13F-HR 320 3,158,557
2013-10-31 2013-09-30 13F-HR 335 2,970,690
2013-08-08 2013-06-30 13F-HR 320 2,797,050