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Welch & Forbes LLC

SEC CIK
0000105495
Latest filing
Jul 30, 2026

SLF holding history

Sun Life Financial Inc in every 13F filed by Welch & Forbes LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SLF overviewAll 13F holders of SLFFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of SLF by Welch & Forbes LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−6,977−100.0%Sold outHolders
Q2 20236,977$363.6K<0.1%−44−0.6%ReducedHolders
Q1 20237,021$327.9K<0.1%+44+0.6%AddedHolders
Q4 20226,977$323.9K<0.1%00.0%UnchangedHolders
Q3 20226,977$278.0K<0.1%00.0%UnchangedHolders
Q2 20226,977$319.0K<0.1%00.0%UnchangedHolders
Q1 20226,977$390.0K<0.1%00.0%UnchangedHolders
Q4 20216,977$389.0K<0.1%00.0%UnchangedHolders
Q3 20216,977$359.0K<0.1%00.0%UnchangedHolders
Q2 20216,977$360.0K<0.1%00.0%UnchangedHolders
Q1 20216,977$353.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.