Chesley Taft & Associates LLC: WM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chesley Taft & Associates LLC on WM, newest first. How the timeline and the estimate are built.
Chesley Taft & Associates LLC held 92,482 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-08.
the latest 13F is the newest step
- period ended2026-06-3013F 92,482 sharesChange vs previous 13F +582 shares
0.8% of the 13F portfolio, value $20,612,388.
13F-HR 0001164632-26-000004 filed by Chesley Taft & Associates LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 91,900 sharesChange vs previous 13F -195 shares
0.88% of the 13F portfolio, value $21,117,701.
13F-HR 0001164632-26-000002 filed by Chesley Taft & Associates LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 92,095 sharesChange vs previous 13F +9,325 shares
0.8% of the 13F portfolio, value $20,234,193.
13F-HR 0001164632-26-000001 filed by Chesley Taft & Associates LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 82,770 sharesChange vs previous 13F -2,611 shares
0.77% of the 13F portfolio, value $18,278,099.
13F-HR 0001085146-25-005836 filed by Chesley Taft & Associates LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 85,381 sharesChange vs previous 13F -430 shares
0.87% of the 13F portfolio, value $19,536,880.
13F-HR 0001085146-25-003693 filed by Chesley Taft & Associates LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 85,811 sharesChange vs previous 13F -350 shares
0.96% of the 13F portfolio, value $19,866,105.
13F-HR 0001085146-25-002016 filed by Chesley Taft & Associates LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 86,161 sharesChange vs previous 13F +2,870 shares
0.81% of the 13F portfolio, value $17,386,428.
13F-HR 0001085146-25-000305 filed by Chesley Taft & Associates LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 83,291 sharesChange vs previous 13F not available
0.82% of the 13F portfolio, value $17,291,212.
13F-HR 0001085146-24-004667 filed by Chesley Taft & Associates LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).