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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

  1. period ended2026-06-30
    13F 92,482 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 91,900 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 92,095 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 82,770 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 85,381 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 85,811 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 86,161 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 83,291 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).