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Disclosery

Choate Investment Advisors: MSCI position timeline

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

Choate Investment Advisors held 26,781 MSCI 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 26,781 shares
    Change vs previous 13F +42 shares

    0.26% of the 13F portfolio, value $14,998,431.

    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 26,739 shares
    Change vs previous 13F -1,086 shares

    0.28% of the 13F portfolio, value $14,412,588.

    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 27,825 shares
    Change vs previous 13F +535 shares

    0.31% of the 13F portfolio, value $15,964,037.

    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 27,290 shares
    Change vs previous 13F -1,579 shares

    0.32% of the 13F portfolio, value $15,484,620.

    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 28,869 shares
    Change vs previous 13F +3,881 shares

    0.36% of the 13F portfolio, value $16,649,907.

    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 24,988 shares
    Change vs previous 13F +6,890 shares

    0.35% of the 13F portfolio, value $14,130,714.

    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 18,098 shares
    Change vs previous 13F +12,699 shares

    0.26% of the 13F portfolio, value $10,858,981.

    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 5,399 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,182,215.

    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).