Filer Snapshot

WELCH & FORBES LLC

CIK 0000105495. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

51

Latest filing

01 May 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

NVDA

$540.01M reported value

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13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 01 May 2026 for CIK 0000105495.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$7.73B

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$7.73B

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
NVDA AAPL GOOG MSFT ORLY
+15 moreV RTX JPM SYK COST JNJ LLY HD CB ECL TJX AMZN GOOGL DHR PG

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

NVDA AAPL GOOG MSFT ORLY V RTX JPM
+12 moreSYK COST JNJ LLY HD CB ECL TJX AMZN GOOGL DHR PG
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
45 School Street, Boston, MA, 02108
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available
Incorporated in
DE
Fiscal year end
31 December
Former names on EDGAR
WELCH & FORBES INC (to 03 Apr 2003)

Filer intelligence

What SEC filings say about WELCH & FORBES LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $7.73B across 368 reported holdings for Q1 2026.
  • Largest parsed 13F holding: NVDA at $540.01M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 368 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 01 May 2026

Top 5 concentration

24%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$1.89B

Compared with $7.73B total 13F value.

Top 5 net change

-$57.48M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: NFLX ยท Largest trim: NVDA

NVDA AAPL GOOG MSFT ORLY Other holdings

NVDA

7%

Nvidia Corporation

$540.01M

AAPL

5.5%

Apple Inc

$426.34M

GOOG

4.3%

Alphabet Inc

$336.3M

MSFT

4.2%

Microsoft Corp

$326.34M

ORLY

3.4%

Oreilly Automotive Inc

$261.44M

Latest update

What changed recently for WELCH & FORBES LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

01 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 01 May 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

WELCH & FORBES LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0000105495 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
51
First seen
17 Jan 2014
Latest filing
01 May 2026
Entity
Company

Observed form types

13F-HR 13F-HR/A

CIK-linked evidence first

WELCH & FORBES LLC SEC filings WELCH & FORBES LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 51 SEC filings for WELCH & FORBES LLC.

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13F-HR

13F-HR filing

Filing date
01 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
10 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
04 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
05 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
02 May 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
07 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
04 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
02 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
03 May 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
06 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
03 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
28 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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