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Chesley Taft & Associates LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chesley Taft & Associates LLC on AGG, newest first. How the timeline and the estimate are built.

Chesley Taft & Associates LLC held 84,243 AGG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 84,243 shares
    Change vs previous 13F +264 shares

    0.31% of the 13F portfolio, value $7,964,333.

    13F-HR 0001164632-26-000006 filed by Chesley Taft & Associates LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 83,979 shares
    Change vs previous 13F +3,604 shares

    0.32% of the 13F portfolio, value $8,312,241.

    13F-HR 0001164632-26-000004 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 80,375 shares
    Change vs previous 13F +392 shares

    0.33% of the 13F portfolio, value $7,978,826.

    13F-HR 0001164632-26-000002 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 79,983 shares
    Change vs previous 13F +3,291 shares

    0.32% of the 13F portfolio, value $7,988,702.

    13F-HR 0001164632-26-000001 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 76,692 shares
    Change vs previous 13F -3,810 shares

    0.33% of the 13F portfolio, value $7,688,373.

    13F-HR 0001085146-25-005836 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 80,502 shares
    Change vs previous 13F +760 shares

    0.36% of the 13F portfolio, value $7,985,798.

    13F-HR 0001085146-25-003693 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 79,742 shares
    Change vs previous 13F -2,695 shares

    0.38% of the 13F portfolio, value $7,888,079.

    13F-HR 0001085146-25-002016 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 82,437 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $7,988,145.

    13F-HR 0001085146-25-000305 filed by Chesley Taft & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).