Welch & Forbes LLC 

MA

  SEC # 105495

        

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Registrant

About

Filings

Files

Relationships

Names

Topics

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Relationships

        

4  Owner Relationships  (where the Issuers of the  Welch & Forbes LLC-owned  securities are...)

First		Latest Filing		Filing		Issuer / Subject
2/12/10		1/8/15		SC 13G		GA	GeoVax Labs, Inc.
1/11/11		7/7/11		SC 13G		OH	Energy Focus, Inc./DE
4/6/99		1/11/08		SC 13G		CA	Intellisync Corp. [ formerly Pumatech Inc. ]
3/5/97		1/27/98		SC 13G		MA	Mgi Properties Liquidating Trust [ formerly Mgi Properties ]

        

and there are...  Recent Holdings Reports for this and 1 Related Money Managers

History:  Assets Under Management

As Of			Quarter (Ended)		Holdings Form 13F				Assets (Millions)		Reporting Manager and Related Manager Manager with whom Investment Discretion is Shared
2/6/24			12/31/23				366		$6,620,253		MA	Welch & Forbes LLC
11/3/23			9/30/23				367		$6,048		MA	Welch & Forbes LLC
7/28/23			6/30/23				375		$6,340		MA	Welch & Forbes LLC
4/14/23			3/31/23				365		$276,681		MA	Welch & Forbes LLC
2/2/23			12/31/22				368		$212,572		MA	Welch & Forbes LLC
10/28/22			9/30/22				425		$5,121		MA	Welch & Forbes LLC
					Not Allocated...						MA	Lowell William A
7/22/22			6/30/22				434		$5,465		MA	Welch & Forbes LLC
											and 1 Other Manager
4/23/22			3/31/22				446		$6,347		MA	Welch & Forbes LLC
											and 1 Other Manager

        

No  Issuer Relationships  (where the Owners of the  Welch & Forbes LLC  securities are...)

        

No  Insider & Control Relationships  (Directors & Officers, Owners, Parent / Subs., et al.)

        

No  Joint-Filer Relationships  (Co-Filer Registrants:  Partners, Affiliates, et al.)

        

No  Group-Member Relationships  (Co-Filer Non-Registrants:  Partners, Affiliates, et al.)

        

Filing Agent Relationships  (SEC Filing Agents, Attorneys, Printers, et al. — Affiliates:  Directors & Officers, et al.)

4  Filing Agents and/or Registrants have submitted Filings for  Welch & Forbes LLC:

Latest Filing				Filing Agentª, Registrant or SEC — SEC #			Filings
		Type
2/6/24		13F-HR		OH	Advisor Consultant Network Inc — 1085146		95
1/6/04		13F-HR		NY	Donnelley Financial Solutions/FA — 1193125		3
12/19/03		13F-HR		MA	Donnelley Financial Solutions 07/FA — 927016		22
1/27/98		SC 13G		MA	Ropes & Gray/FA — 896415		2
Total:							122
__________  ª  Proprietary to SEC Info℠:  The SEC does not publish the names of SEC Filing Agents.