Position in CBOE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$7,145,903
-$882,299 QoQ
Shares Held
29,447
+3.1% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#220
of 977 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CBOE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Chesley Taft & Associates LLC holds $19,369,588 across 3 Financial Data & Stock Exchanges names. CBOE ranks #2 (36.9% of the industry book) .
All Filings in CBOE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,145,903 | 29,447 | Shares | Other | 2026-07-08 | |
| 2026-03-31 | $8,028,202 | 28,563 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7,444,660 | 29,660 | Shares | Other | 2026-01-14 | |
| 2025-09-30 | $6,809,856 | 27,767 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $6,130,391 | 26,287 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,853,969 | 12,612 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,459,109 | 12,585 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,707,357 | 13,215 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,251,594 | 13,240 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,455,551 | 13,365 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,406,096 | 13,475 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $2,123,674 | 13,595 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,004,595 | 14,525 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,976,684 | 14,725 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,872,639 | 14,925 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,751,747 | 14,925 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,689,360 | 14,925 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,707,718 | 14,925 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,939,700 | 14,875 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $1,830,031 | 14,775 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $1,758,963 | 14,775 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $1,458,144 | 14,775 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $1,375,848 | 14,775 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $1,296,358 | 14,775 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,387,540 | 14,875 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,331,163 | 14,915 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||