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Chesley Taft & Associates LLC: WFC position timeline

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

Chesley Taft & Associates LLC held 213,495 WFC 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 213,495 shares
    Change vs previous 13F -5,787 shares

    0.67% of the 13F portfolio, value $17,090,275.

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

  2. period ended2026-06-30
    13F 219,282 shares
    Change vs previous 13F -1,958 shares

    0.71% of the 13F portfolio, value $18,121,465.

    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 221,240 shares
    Change vs previous 13F -2,274 shares

    0.74% of the 13F portfolio, value $17,612,916.

    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 223,514 shares
    Change vs previous 13F +2,802 shares

    0.82% of the 13F portfolio, value $20,831,505.

    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 220,712 shares
    Change vs previous 13F -360 shares

    0.78% of the 13F portfolio, value $18,500,080.

    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 221,072 shares
    Change vs previous 13F +12,160 shares

    0.79% of the 13F portfolio, value $17,712,289.

    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 208,912 shares
    Change vs previous 13F +13,016 shares

    0.72% of the 13F portfolio, value $14,997,792.

    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 195,896 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $13,759,735.

    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).