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Disclosery

Choate Investment Advisors: IAUM position timeline

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

Choate Investment Advisors held 53,698 IAUM 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 53,698 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $2,148,457.

    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 53,698 shares
    Change vs previous 13F +11,064 shares

    0.05% of the 13F portfolio, value $2,507,697.

    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 42,634 shares
    Change vs previous 13F +11,702 shares

    0.04% of the 13F portfolio, value $1,832,836.

    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 30,932 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,190,880.

    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 30,932 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,020,447.

    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).