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Welch & Forbes LLC

SEC CIK
0000105495
Latest filing
Jul 30, 2026

USB holding history

US Bancorp DE 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.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
24,552
Value
$1.48M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of USB by Welch & Forbes LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,552$1.48M<0.1%−53−0.2%ReducedHolders
Q1 202624,605$1.28M<0.1%00.0%UnchangedHolders
Q4 202524,605$1.31M<0.1%+308+1.3%AddedHolders
Q3 202524,297$1.17M<0.1%−1,200−4.7%ReducedHolders
Q2 202525,497$1.15M<0.1%−1,490−5.5%ReducedHolders
Q1 202526,987$1.14M<0.1%−521−1.9%ReducedHolders
Q4 202427,508$1.32M<0.1%−985−3.5%ReducedHolders
Q3 202428,493$1.30M<0.1%−4,325−13.2%ReducedHolders
Q2 202432,818$1.31M<0.1%−1,716−5.0%ReducedHolders
Q1 202434,534$1.54M<0.1%−3,233−8.6%ReducedHolders
Q4 202337,767$1.63M<0.1%−94,633−71.5%ReducedHolders
Q3 2023132,400$4.38M0.1%−8,834−6.3%ReducedHolders
Q2 2023141,234$4.67M0.1%−6,695−4.5%ReducedHolders
Q1 2023147,929$5.33M0.1%−54,612−27.0%ReducedHolders
Q4 2022202,541$8.83M0.2%−5,252−2.5%ReducedHolders
Q3 2022207,793$8.38M0.2%−3,437−1.6%ReducedHolders
Q2 2022211,230$9.72M0.2%−4,185−1.9%ReducedHolders
Q1 2022215,415$11.4M0.2%−1,880−0.9%ReducedHolders
Q4 2021217,295$12.2M0.2%−2,567−1.2%ReducedHolders
Q3 2021219,862$13.1M0.2%−6,681−2.9%ReducedHolders
Q2 2021226,543$12.9M0.2%+195+0.1%AddedHolders
Q1 2021226,348$12.5M0.2%––Holders

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