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Chesley Taft & Associates LLC: IBDR position timeline

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

Chesley Taft & Associates LLC held 57,182 IBDR 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 57,182 shares
    Change vs previous 13F -23,448 shares

    0.05% of the 13F portfolio, value $1,386,092.

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

  2. period ended2026-06-30
    13F 80,630 shares
    Change vs previous 13F -25,997 shares

    0.08% of the 13F portfolio, value $1,953,665.

    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 106,627 shares
    Change vs previous 13F -2,616 shares

    0.11% of the 13F portfolio, value $2,584,638.

    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 109,243 shares
    Change vs previous 13F +5,500 shares

    0.1% of the 13F portfolio, value $2,646,958.

    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 103,743 shares
    Change vs previous 13F -1,250 shares

    0.11% of the 13F portfolio, value $2,520,955.

    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 104,993 shares
    Change vs previous 13F +18,950 shares

    0.11% of the 13F portfolio, value $2,546,080.

    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 86,043 shares
    Change vs previous 13F +1,269 shares

    0.1% of the 13F portfolio, value $2,083,101.

    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 84,774 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,040,510.

    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).