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Disclosery

Choate Investment Advisors: FISV position timeline

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

Choate Investment Advisors held 10,502 FISV 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 10,502 shares
    Change vs previous 13F -4,603 shares

    0.01% of the 13F portfolio, value $515,123.

    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 15,105 shares
    Change vs previous 13F -22,698 shares

    0.02% of the 13F portfolio, value $842,859.

    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 37,803 shares
    Change vs previous 13F -161,968 shares

    0.05% of the 13F portfolio, value $2,539,228.

    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 199,771 shares
    Change vs previous 13F -11,017 shares

    0.53% of the 13F portfolio, value $25,756,480.

    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 210,788 shares
    Change vs previous 13F +25,773 shares

    0.79% of the 13F portfolio, value $36,341,959.

    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 185,015 shares
    Change vs previous 13F +12,360 shares

    1.02% of the 13F portfolio, value $40,856,862.

    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 172,655 shares
    Change vs previous 13F +14,546 shares

    0.85% of the 13F portfolio, value $35,475,298.

    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 158,109 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $28,445,601.

    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).