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Disclosery

Choate Investment Advisors: MSFT position timeline

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

Choate Investment Advisors held 319,518 MSFT 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 319,518 shares
    Change vs previous 13F -5,168 shares

    2.09% of the 13F portfolio, value $119,186,591.

    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 324,686 shares
    Change vs previous 13F -682 shares

    2.35% of the 13F portfolio, value $120,189,004.

    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 325,368 shares
    Change vs previous 13F +507 shares

    3.09% of the 13F portfolio, value $157,354,455.

    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 324,861 shares
    Change vs previous 13F +5,360 shares

    3.48% of the 13F portfolio, value $168,261,890.

    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 319,501 shares
    Change vs previous 13F +10,608 shares

    3.45% of the 13F portfolio, value $158,923,126.

    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 308,893 shares
    Change vs previous 13F +3,835 shares

    2.88% of the 13F portfolio, value $115,955,444.

    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 305,058 shares
    Change vs previous 13F +7,848 shares

    3.09% of the 13F portfolio, value $128,600,807.

    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 297,210 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $127,889,518.

    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).