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Choate Investment Advisors: QQQ position timeline

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

Choate Investment Advisors held 27,760 QQQ 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 27,760 shares
    Change vs previous 13F +2,969 shares

    0.36% of the 13F portfolio, value $20,442,508.

    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 24,791 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $14,308,904.

    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 24,791 shares
    Change vs previous 13F -312 shares

    0.3% of the 13F portfolio, value $15,229,396.

    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 25,103 shares
    Change vs previous 13F +868 shares

    0.31% of the 13F portfolio, value $15,071,120.

    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 24,235 shares
    Change vs previous 13F +1,002 shares

    0.29% of the 13F portfolio, value $13,369,028.

    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 23,233 shares
    Change vs previous 13F -904 shares

    0.27% of the 13F portfolio, value $10,894,446.

    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 24,137 shares
    Change vs previous 13F +22 shares

    0.3% of the 13F portfolio, value $12,339,589.

    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 24,115 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $11,769,837.

    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).