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Choate Investment Advisors: IWF position timeline

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

Choate Investment Advisors held 153,044 IWF 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 153,044 shares
    Change vs previous 13F +114,972 shares

    0.33% of the 13F portfolio, value $19,003,473.

    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 38,072 shares
    Change vs previous 13F -1,138 shares

    0.32% of the 13F portfolio, value $16,233,901.

    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 39,210 shares
    Change vs previous 13F -1,210 shares

    0.36% of the 13F portfolio, value $18,558,093.

    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 40,420 shares
    Change vs previous 13F +1,040 shares

    0.39% of the 13F portfolio, value $18,933,130.

    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 39,380 shares
    Change vs previous 13F +2,547 shares

    0.36% of the 13F portfolio, value $16,719,960.

    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 36,833 shares
    Change vs previous 13F +173 shares

    0.33% of the 13F portfolio, value $13,300,028.

    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 36,660 shares
    Change vs previous 13F -264 shares

    0.35% of the 13F portfolio, value $14,721,923.

    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 36,924 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $13,860,531.

    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).