Position in B
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$312,205
+$47,070 QoQ
Shares Held
8,500
+30.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#675
of 1,002 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in B Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Welch & Forbes LLC holds $1,253,975 across 3 Gold names. B ranks #3 (24.9% of the industry book) .
All Filings in B
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,205 | 8,500 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $265,135 | 6,500 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $283,075 | 6,500 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $213,005 | 6,500 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||