Position in GS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,643,476
+$299,198 QoQ
Shares Held
1,625
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,452
of 3,125 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Welch & Forbes LLC holds $3,527,590 across 3 Capital Markets names. GS ranks #1 (46.6% of the industry book) .
All Filings in GS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,643,476 | 1,625 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,344,278 | 1,589 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,256,970 | 1,430 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,130,020 | 1,419 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,287,397 | 1,819 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $781,740 | 1,431 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $811,975 | 1,418 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $637,701 | 1,288 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $586,206 | 1,296 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $525,871 | 1,259 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $485,684 | 1,259 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $407,374 | 1,259 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $406,077 | 1,259 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $432,766 | 1,323 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $453,604 | 1,321 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $387,119 | 1,321 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $373,948 | 1,259 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $465,110 | 1,409 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $555,845 | 1,453 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $557,594 | 1,475 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $559,806 | 1,475 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $482,325 | 1,475 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $388,972 | 1,475 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $296,430 | 1,475 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $286,746 | 1,451 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $211,633 | 1,369 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||