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Disclosery

Choate Investment Advisors: USB position timeline

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

Choate Investment Advisors held 6,345 USB 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 6,345 shares
    Change vs previous 13F -458 shares

    0.01% of the 13F portfolio, value $383,238.

    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 6,803 shares
    Change vs previous 13F -4,300 shares

    0.01% of the 13F portfolio, value $353,824.

    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 11,103 shares
    Change vs previous 13F +2,500 shares

    0.01% of the 13F portfolio, value $592,456.

    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 8,603 shares
    Change vs previous 13F +500 shares

    0.01% of the 13F portfolio, value $415,780.

    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 8,103 shares
    Change vs previous 13F -53 shares

    0.01% of the 13F portfolio, value $366,661.

    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 8,156 shares
    Change vs previous 13F +279 shares

    0.01% of the 13F portfolio, value $344,346.

    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 7,877 shares
    Change vs previous 13F +856 shares

    0.01% of the 13F portfolio, value $376,757.

    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 7,021 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $321,070.

    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).