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Disclosery

Choate Investment Advisors: HSBC position timeline

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

Choate Investment Advisors held 5,580 HSBC 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 5,580 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $530,602.

    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 5,580 shares
    Change vs previous 13F +92 shares

    0.01% of the 13F portfolio, value $460,294.

    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 5,488 shares
    Change vs previous 13F -646 shares

    0.01% of the 13F portfolio, value $431,741.

    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 6,134 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $435,420.

    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 6,134 shares
    Change vs previous 13F -40 shares

    0.01% of the 13F portfolio, value $372,913.

    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 6,174 shares
    Change vs previous 13F +243 shares

    0.01% of the 13F portfolio, value $354,598.

    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 5,931 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $293,369.

    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).