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Choate Investment Advisors: CVS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Choate Investment Advisors on CVS, newest first. How the timeline and the estimate are built.

Choate Investment Advisors held 8,692 CVS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,692 shares
    Change vs previous 13F +16 shares

    0.02% of the 13F portfolio, value $899,187.

    13F-HR 0001398344-26-014036 filed by Choate Investment Advisors
    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 8,676 shares
    Change vs previous 13F -992 shares

    0.01% of the 13F portfolio, value $623,110.

    13F-HR 0001398344-26-009072 filed by Choate Investment Advisors
    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 9,668 shares
    Change vs previous 13F -1,161 shares

    0.02% of the 13F portfolio, value $767,252.

    13F-HR 0001398344-26-002491 filed by Choate Investment Advisors
    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 10,829 shares
    Change vs previous 13F -6,196 shares

    0.02% of the 13F portfolio, value $816,400.

    13F-HR 0001398344-25-020572 filed by Choate Investment Advisors
    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 17,025 shares
    Change vs previous 13F +1,402 shares

    0.03% of the 13F portfolio, value $1,174,385.

    13F-HR 0001398344-25-015075 filed by Choate Investment Advisors
    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 15,623 shares
    Change vs previous 13F +901 shares

    0.03% of the 13F portfolio, value $1,058,458.

    13F-HR 0001398344-25-009417 filed by Choate Investment Advisors
    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 14,722 shares
    Change vs previous 13F -5,269 shares

    0.02% of the 13F portfolio, value $660,871.

    13F-HR 0001398344-25-002290 filed by Choate Investment Advisors
    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 19,991 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,257,034.

    13F-HR 0001398344-24-020612 filed by Choate Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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