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Chesley Taft & Associates LLC: SCHC position timeline

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

Chesley Taft & Associates LLC held 10,296 SCHC 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 10,296 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $512,123.

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

  2. period ended2026-06-30
    13F 10,296 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $495,444.

    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 10,296 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $481,235.

    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 10,296 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $468,777.

    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 10,296 shares
    Change vs previous 13F +371 shares

    0.02% of the 13F portfolio, value $468,571.

    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 9,925 shares
    Change vs previous 13F +340 shares

    0.02% of the 13F portfolio, value $422,706.

    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 9,585 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $343,910.

    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).