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Chesley Taft & Associates LLC: CWI position timeline

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

Chesley Taft & Associates LLC held 114,592 CWI 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 114,592 shares
    Change vs previous 13F +17,095 shares

    0.18% of the 13F portfolio, value $4,630,663.

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

  2. period ended2026-06-30
    13F 97,497 shares
    Change vs previous 13F +10,977 shares

    0.15% of the 13F portfolio, value $3,965,203.

    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 86,520 shares
    Change vs previous 13F +22,479 shares

    0.13% of the 13F portfolio, value $3,165,767.

    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 64,041 shares
    Change vs previous 13F +29,347 shares

    0.09% of the 13F portfolio, value $2,300,353.

    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 34,694 shares
    Change vs previous 13F +15,562 shares

    0.05% of the 13F portfolio, value $1,211,514.

    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 19,132 shares
    Change vs previous 13F +1,752 shares

    0.03% of the 13F portfolio, value $624,851.

    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 17,380 shares
    Change vs previous 13F +3,166 shares

    0.02% of the 13F portfolio, value $514,100.

    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 14,214 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $397,139.

    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).