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Disclosery

Choate Investment Advisors: SPY position timeline

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

Choate Investment Advisors held 94,139 SPY 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 94,139 shares
    Change vs previous 13F +1,909 shares

    1.24% of the 13F portfolio, value $70,300,280.

    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 92,230 shares
    Change vs previous 13F -421 shares

    1.17% of the 13F portfolio, value $59,980,945.

    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 92,651 shares
    Change vs previous 13F +1,300 shares

    1.24% of the 13F portfolio, value $63,180,661.

    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 91,351 shares
    Change vs previous 13F +2,801 shares

    1.26% of the 13F portfolio, value $60,856,300.

    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 88,550 shares
    Change vs previous 13F -209 shares

    1.19% of the 13F portfolio, value $54,710,702.

    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 88,759 shares
    Change vs previous 13F -3,538 shares

    1.23% of the 13F portfolio, value $49,650,974.

    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 92,297 shares
    Change vs previous 13F +907 shares

    1.3% of the 13F portfolio, value $54,093,506.

    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 91,390 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $52,436,005.

    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).