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Chesley Taft & Associates LLC: SHY position timeline

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

Chesley Taft & Associates LLC held 29,161 SHY 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 29,161 shares
    Change vs previous 13F -1,847 shares

    0.09% of the 13F portfolio, value $2,367,873.

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

  2. period ended2026-06-30
    13F 31,008 shares
    Change vs previous 13F +598 shares

    0.1% of the 13F portfolio, value $2,546,067.

    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 30,410 shares
    Change vs previous 13F -1,550 shares

    0.1% of the 13F portfolio, value $2,510,954.

    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 31,960 shares
    Change vs previous 13F +605 shares

    0.1% of the 13F portfolio, value $2,646,927.

    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 31,355 shares
    Change vs previous 13F -540 shares

    0.11% of the 13F portfolio, value $2,601,211.

    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 31,895 shares
    Change vs previous 13F +170 shares

    0.12% of the 13F portfolio, value $2,642,820.

    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 31,725 shares
    Change vs previous 13F +661 shares

    0.13% of the 13F portfolio, value $2,624,609.

    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 31,064 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,546,627.

    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).