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Choate Investment Advisors: USMV position timeline

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

Choate Investment Advisors held 65,374 USMV 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 65,374 shares
    Change vs previous 13F -541 shares

    0.11% of the 13F portfolio, value $6,305,945.

    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 65,915 shares
    Change vs previous 13F +5,493 shares

    0.12% of the 13F portfolio, value $6,112,928.

    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 60,422 shares
    Change vs previous 13F -646 shares

    0.11% of the 13F portfolio, value $5,689,305.

    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 61,068 shares
    Change vs previous 13F +95 shares

    0.12% of the 13F portfolio, value $5,809,980.

    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 60,973 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $5,723,506.

    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 60,973 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $5,710,701.

    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 60,973 shares
    Change vs previous 13F +276 shares

    0.13% of the 13F portfolio, value $5,413,764.

    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 60,697 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,542,214.

    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).