Choate Investment Advisors: VSGX position timeline

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

Choate Investment Advisors held 30,313 VSGX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

period ended2026-06-30
13F 30,313 shares
Change vs previous 13F +5,046 shares
0.04% of the 13F portfolio, value $2,495,972.
13F-HR 0001398344-26-014036 filed by Choate Investment Advisors
Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 25,267 shares
Change vs previous 13F +15,392 shares
0.04% of the 13F portfolio, value $1,812,402.
13F-HR 0001398344-26-009072 filed by Choate Investment Advisors
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 9,875 shares
Change vs previous 13F +9,875 shares
0.01% of the 13F portfolio, value $707,248.
13F-HR 0001398344-26-002491 filed by Choate Investment Advisors
Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 0 shares
Change vs previous 13F -151 shares
13F-HR 0001398344-25-020572 filed by Choate Investment Advisors
Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-06-30
13F 151 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $9,891.
13F-HR 0001398344-25-015075 filed by Choate Investment Advisors
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).