Managers / Q3 2022 · view latest →
Welch Group, LLC
CIK 0001443095 · 3940 MONTCLAIR ROAD, FIFTH FLOOR, BIRMINGHAM, AL, 35213 · 205-879-5001
Reported Value
$1.5B
Q3 2022
Positions
180
Filings on Record
30
2019–present window
Filed
Oct 13, 2022
original filing
Summary
Welch Group, Llc reported $1.5B in U.S.-listed holdings across 180 positions for Q3 2022.
Its largest position, SFBS, represents 7.0% of the portfolio.
Compared with Q2 2022, the fund opened 6 new positions and exited 27.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $2.7B | 310 | Apr 21, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $2.6B | 309 | Jan 26, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $2.6B | 299 | Oct 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $2.4B | 281 | Jul 25, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $2.3B | 266 | Apr 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $2.2B | 263 | Jan 27, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $2.3B | 269 | Oct 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $2.1B | 267 | Jul 17, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $2.0B | 234 | Apr 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.9B | 228 | Jan 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $1.7B | 215 | Oct 18, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $1.7B | 217 | Jul 18, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $1.7B | 216 | Apr 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.75T | 219 | Jan 30, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $1.5B | 180 | Oct 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $1.6B | 201 | Jul 21, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $1.8B | 214 | Apr 29, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1.7B | 217 | Jan 26, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $1.5B | 189 | Nov 5, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.5B | 189 | Jul 21, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.4B | 189 | Apr 23, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $1.2B | 147 | Jan 25, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $1.1B | 139 | Oct 28, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $1.1B | 133 | Jul 22, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $937M | 154 | Apr 28, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $1.0B | 160 | Jan 24, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $974M | 146 | Nov 5, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $937M | 144 | Jul 11, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $908M | 144 | Apr 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $816M | 145 | Jan 10, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.