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Choate Investment Advisors: IVV position timeline

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

Choate Investment Advisors held 2,567,736 IVV 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 2,567,736 shares
    Change vs previous 13F -9,258 shares

    33.79% of the 13F portfolio, value $1,922,951,813.

    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 2,576,994 shares
    Change vs previous 13F +133,775 shares

    32.94% of the 13F portfolio, value $1,683,318,251.

    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 2,443,219 shares
    Change vs previous 13F -162,200 shares

    32.84% of the 13F portfolio, value $1,673,458,422.

    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 2,605,419 shares
    Change vs previous 13F -54,497 shares

    36.07% of the 13F portfolio, value $1,743,806,940.

    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 2,659,916 shares
    Change vs previous 13F -102,473 shares

    35.81% of the 13F portfolio, value $1,651,541,844.

    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 2,762,389 shares
    Change vs previous 13F -56,133 shares

    38.57% of the 13F portfolio, value $1,552,186,379.

    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 2,818,522 shares
    Change vs previous 13F +61,887 shares

    39.89% of the 13F portfolio, value $1,659,207,531.

    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 2,756,635 shares
    Change vs previous 13F not available

    40.54% of the 13F portfolio, value $1,590,082,201.

    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).