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Chesley Taft & Associates LLC: CI position timeline

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

Chesley Taft & Associates LLC held 8,626 CI 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 8,626 shares
    Change vs previous 13F -43 shares

    0.09% of the 13F portfolio, value $2,344,806.

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

  2. period ended2026-06-30
    13F 8,669 shares
    Change vs previous 13F +65 shares

    0.09% of the 13F portfolio, value $2,389,870.

    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 8,604 shares
    Change vs previous 13F -105 shares

    0.1% of the 13F portfolio, value $2,295,117.

    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 8,709 shares
    Change vs previous 13F +297 shares

    0.09% of the 13F portfolio, value $2,396,978.

    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 8,412 shares
    Change vs previous 13F +6 shares

    0.1% of the 13F portfolio, value $2,424,759.

    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 8,406 shares
    Change vs previous 13F +161 shares

    0.12% of the 13F portfolio, value $2,778,855.

    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 8,245 shares
    Change vs previous 13F -120 shares

    0.13% of the 13F portfolio, value $2,712,605.

    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 8,365 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,309,911.

    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).