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Chesley Taft & Associates LLC: IBDS position timeline

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

Chesley Taft & Associates LLC held 95,746 IBDS 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 95,746 shares
    Change vs previous 13F +4,634 shares

    0.09% of the 13F portfolio, value $2,309,394.

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

  2. period ended2026-06-30
    13F 91,112 shares
    Change vs previous 13F +1,729 shares

    0.09% of the 13F portfolio, value $2,206,733.

    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 89,383 shares
    Change vs previous 13F +2,834 shares

    0.09% of the 13F portfolio, value $2,166,644.

    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 86,549 shares
    Change vs previous 13F +2,575 shares

    0.08% of the 13F portfolio, value $2,101,410.

    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 83,974 shares
    Change vs previous 13F -700 shares

    0.09% of the 13F portfolio, value $2,043,927.

    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 84,674 shares
    Change vs previous 13F +13,800 shares

    0.09% of the 13F portfolio, value $2,055,038.

    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 70,874 shares
    Change vs previous 13F +4,770 shares

    0.08% of the 13F portfolio, value $1,713,733.

    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 66,104 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,583,852.

    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).