Morningstar, Inc.

WELCH & FORBES LLC MORN

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/10/2026

Shares

1,359

Value ($000)

295

Weight

0.0%

2013 Q4 - 2025 Q4 (28 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/10/2026	295	0.0%	1,359	12/31/2025
2025 Q3	11/4/2025	319	0.0%	1,374	9/30/2025
2025 Q2	8/5/2025	431	0.0%	1,374	6/30/2025
2025 Q1	5/2/2025	453	0.0%	1,509	3/31/2025
2024 Q4	2/7/2025	542	0.0%	1,609	12/31/2024
2024 Q3	11/4/2024	553	0.0%	1,734	9/30/2024
2024 Q2	8/2/2024	513	0.0%	1,734	6/30/2024
2024 Q1	5/3/2024	378	0.0%	1,225	3/31/2024
2023 Q4	2/6/2024	351	0.0%	1,225	12/31/2023
2023 Q3	11/3/2023	287	0.0%	1,225	9/30/2023
2023 Q2	7/28/2023	247	0.0%	1,260	6/30/2023
2023 Q1	4/14/2023	256	0.0%	1,262	3/31/2023
2022 Q4	2/2/2023	305	0.0%	1,410	12/31/2022
2022 Q3	10/31/2022	300	0.0%	1,410	9/30/2022
2022 Q2	7/22/2022	341	0.0%	1,410	6/30/2022
2022 Q1	4/25/2022	385	0.0%	1,410	3/31/2022
2021 Q4	1/19/2022	483	0.0%	1,410	12/31/2021
2021 Q3	10/13/2021	366	0.0%	1,410	9/30/2021
2021 Q2	7/22/2021	510	0.0%	1,986	6/30/2021
2021 Q1	4/14/2021	448	0.0%	1,988	3/31/2021
2020 Q4	1/20/2021	541	0.0%	2,338	12/31/2020
2020 Q3	10/23/2020	407	0.0%	2,538	9/30/2020
2020 Q2	7/15/2020	357	0.0%	2,538	6/30/2020
2020 Q1	4/17/2020	1,239	0.0%	10,652	3/31/2020
2019 Q4	1/17/2020	3,177	0.1%	20,997	12/31/2019
2014 Q2	7/31/2014	3,306	0.1%	46,044	6/30/2014
2014 Q1	5/1/2014	3,886	0.1%	49,191	3/31/2014
2013 Q4	1/17/2014	3,842	0.1%	49,191	12/31/2013