Choate Investment Advisors: OAKM position timeline

Choate Investment Advisors held 5,819,404 OAKM 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 5,819,404 shares

   Change vs previous 13F -274,705 shares

   2.88% of the 13F portfolio, value $163,932,611.

   13F-HR 0001398344-26-014036 filed by Choate Investment Advisors
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 6,094,109 shares

   Change vs previous 13F -2,932,101 shares

   3.29% of the 13F portfolio, value $167,984,120.

   13F-HR 0001398344-26-009072 filed by Choate Investment Advisors
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 9,026,210 shares

   Change vs previous 13F -645,901 shares

   5.02% of the 13F portfolio, value $255,983,316.

   13F-HR 0001398344-26-002491 filed by Choate Investment Advisors
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 9,672,111 shares

   Change vs previous 13F +379,779 shares

   5.36% of the 13F portfolio, value $259,019,130.

   13F-HR 0001398344-25-020572 filed by Choate Investment Advisors
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 9,292,332 shares

   Change vs previous 13F not available

   5.17% of the 13F portfolio, value $238,627,086.

   13F-HR 0001398344-25-015075 filed by Choate Investment Advisors
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).