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Chesley Taft & Associates LLC: IJR position timeline

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

Chesley Taft & Associates LLC held 366,778 IJR 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 366,778 shares
    Change vs previous 13F -4,934 shares

    1.95% of the 13F portfolio, value $49,896,426.

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

  2. period ended2026-06-30
    13F 371,712 shares
    Change vs previous 13F +1,597 shares

    2.15% of the 13F portfolio, value $55,128,570.

    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 370,115 shares
    Change vs previous 13F +4,780 shares

    1.92% of the 13F portfolio, value $46,009,002.

    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 365,335 shares
    Change vs previous 13F +21,656 shares

    1.73% of the 13F portfolio, value $43,905,921.

    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 343,679 shares
    Change vs previous 13F -13,137 shares

    1.73% of the 13F portfolio, value $40,839,328.

    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 356,816 shares
    Change vs previous 13F -14,648 shares

    1.74% of the 13F portfolio, value $38,996,393.

    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 371,464 shares
    Change vs previous 13F -5,663 shares

    1.88% of the 13F portfolio, value $38,843,982.

    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 377,127 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $43,452,573.

    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).