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Choate Investment Advisors: SGOV position timeline

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

Choate Investment Advisors held 24,143 SGOV 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 24,143 shares
    Change vs previous 13F -1,926 shares

    0.04% of the 13F portfolio, value $2,430,476.

    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 26,069 shares
    Change vs previous 13F -2,777 shares

    0.05% of the 13F portfolio, value $2,624,106.

    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 28,846 shares
    Change vs previous 13F -5,664 shares

    0.06% of the 13F portfolio, value $2,895,561.

    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 34,510 shares
    Change vs previous 13F -1,704,981 shares

    0.07% of the 13F portfolio, value $3,475,160.

    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 1,739,491 shares
    Change vs previous 13F +955,843 shares

    3.8% of the 13F portfolio, value $175,149,387.

    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 783,648 shares
    Change vs previous 13F +773,141 shares

    1.96% of the 13F portfolio, value $78,889,844.

    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 10,507 shares
    Change vs previous 13F +805 shares

    0.03% of the 13F portfolio, value $1,054,062.

    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 9,702 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $977,185.

    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).