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Chesley Taft & Associates LLC: XLF position timeline

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

Chesley Taft & Associates LLC held 253,915 XLF 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 253,915 shares
    Change vs previous 13F +3 shares

    0.53% of the 13F portfolio, value $13,559,052.

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

  2. period ended2026-06-30
    13F 253,912 shares
    Change vs previous 13F +477 shares

    0.53% of the 13F portfolio, value $13,612,238.

    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 253,435 shares
    Change vs previous 13F -917 shares

    0.52% of the 13F portfolio, value $12,512,077.

    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 254,352 shares
    Change vs previous 13F +12,838 shares

    0.55% of the 13F portfolio, value $13,930,873.

    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 241,514 shares
    Change vs previous 13F -16,598 shares

    0.55% of the 13F portfolio, value $13,010,351.

    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 258,112 shares
    Change vs previous 13F -16,155 shares

    0.6% of the 13F portfolio, value $13,517,335.

    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 274,267 shares
    Change vs previous 13F -3,067 shares

    0.66% of the 13F portfolio, value $13,661,216.

    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 277,334 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $13,403,552.

    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).