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Disclosery

Choate Investment Advisors: IWR position timeline

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

Choate Investment Advisors held 15,741 IWR 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 15,741 shares
    Change vs previous 13F -429 shares

    0.03% of the 13F portfolio, value $1,736,547.

    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 16,170 shares
    Change vs previous 13F -2,072 shares

    0.03% of the 13F portfolio, value $1,572,209.

    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 18,242 shares
    Change vs previous 13F -470 shares

    0.03% of the 13F portfolio, value $1,756,157.

    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 18,712 shares
    Change vs previous 13F +218 shares

    0.04% of the 13F portfolio, value $1,806,640.

    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 18,494 shares
    Change vs previous 13F -900 shares

    0.04% of the 13F portfolio, value $1,700,893.

    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 19,394 shares
    Change vs previous 13F +5,172 shares

    0.04% of the 13F portfolio, value $1,649,848.

    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 14,222 shares
    Change vs previous 13F +93 shares

    0.03% of the 13F portfolio, value $1,257,225.

    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 14,129 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,245,330.

    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).