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Choate Investment Advisors: IBIT position timeline

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

Choate Investment Advisors held 20,906 IBIT 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 20,906 shares
    Change vs previous 13F +254 shares

    0.01% of the 13F portfolio, value $695,961.

    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 20,652 shares
    Change vs previous 13F +661 shares

    0.02% of the 13F portfolio, value $793,450.

    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 19,991 shares
    Change vs previous 13F +817 shares

    0.02% of the 13F portfolio, value $992,553.

    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 19,174 shares
    Change vs previous 13F +296 shares

    0.03% of the 13F portfolio, value $1,246,310.

    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 18,878 shares
    Change vs previous 13F +102 shares

    0.03% of the 13F portfolio, value $1,155,522.

    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 18,776 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $878,905.

    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).