Chesley Taft & Associates LLC: SPY position timeline

Chesley Taft & Associates LLC held 60,649 SPY 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 60,649 shares

   Change vs previous 13F -817 shares

   1.81% of the 13F portfolio, value $46,252,734.

   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 61,466 shares

   Change vs previous 13F -994 shares

   1.79% of the 13F portfolio, value $45,901,017.

   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 62,460 shares

   Change vs previous 13F -196 shares

   1.7% of the 13F portfolio, value $40,620,363.

   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 62,656 shares

   Change vs previous 13F +6,502 shares

   1.69% of the 13F portfolio, value $42,726,515.

   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 56,154 shares

   Change vs previous 13F -169 shares

   1.59% of the 13F portfolio, value $37,408,852.

   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 56,323 shares

   Change vs previous 13F -588 shares

   1.55% of the 13F portfolio, value $34,799,075.

   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 56,911 shares

   Change vs previous 13F -1,398 shares

   1.54% of the 13F portfolio, value $31,835,320.

   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 58,309 shares

   Change vs previous 13F not available

   1.59% of the 13F portfolio, value $34,173,545.

   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).