Chesley Taft & Associates LLC: ITOT position timeline

Chesley Taft & Associates LLC held 6,880 ITOT 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 6,880 shares

   Change vs previous 13F +122 shares

   0.04% of the 13F portfolio, value $1,144,007.

   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 6,758 shares

   Change vs previous 13F +218 shares

   0.04% of the 13F portfolio, value $1,110,136.

   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 6,540 shares

   Change vs previous 13F -224 shares

   0.04% of the 13F portfolio, value $931,492.

   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 6,764 shares

   Change vs previous 13F +41 shares

   0.04% of the 13F portfolio, value $1,005,739.

   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 6,723 shares

   Change vs previous 13F +224 shares

   0.04% of the 13F portfolio, value $979,205.

   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 6,499 shares

   Change vs previous 13F +32 shares

   0.04% of the 13F portfolio, value $877,625.

   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 6,467 shares

   Change vs previous 13F +573 shares

   0.04% of the 13F portfolio, value $789,039.

   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 5,894 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $758,086.

   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).