Chesley Taft & Associates LLC: HRB position timeline

Chesley Taft & Associates LLC held 19,657 HRB 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 19,657 shares

   Change vs previous 13F +275 shares

   0.03% of the 13F portfolio, value $802,989.

   13F-HR 0001164632-26-000006 filed by Chesley Taft & Associates LLC
   Accepted 2026-10-13 13:37:43 UTC, ingested 2026-10-13 13:38:13 UTC

2. period ended2026-06-30

   13F 19,382 shares

   Change vs previous 13F -550 shares

   0.03% of the 13F portfolio, value $738,067.

   13F-HR 0001164632-26-000004 filed by Chesley Taft & Associates LLC
   Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 19,932 shares

   Change vs previous 13F +9,762 shares

   0.03% of the 13F portfolio, value $632,642.

   13F-HR 0001164632-26-000002 filed by Chesley Taft & Associates LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 10,170 shares

   Change vs previous 13F +509 shares

   0.02% of the 13F portfolio, value $443,209.

   13F-HR 0001164632-26-000001 filed by Chesley Taft & Associates LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 9,661 shares

   Change vs previous 13F -125 shares

   0.02% of the 13F portfolio, value $488,557.

   13F-HR 0001085146-25-005836 filed by Chesley Taft & Associates LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 9,786 shares

   Change vs previous 13F +128 shares

   0.02% of the 13F portfolio, value $537,154.

   13F-HR 0001085146-25-003693 filed by Chesley Taft & Associates LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 9,658 shares

   Change vs previous 13F +317 shares

   0.03% of the 13F portfolio, value $530,321.

   13F-HR 0001085146-25-002016 filed by Chesley Taft & Associates LLC
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 9,341 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $493,578.

   13F-HR 0001085146-25-000305 filed by Chesley Taft & Associates LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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