Skip to content
Disclosery

Choate Investment Advisors: WFC position timeline

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

Choate Investment Advisors held 40,308 WFC 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 40,308 shares
    Change vs previous 13F -10 shares

    0.06% of the 13F portfolio, value $3,331,053.

    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 40,318 shares
    Change vs previous 13F +264 shares

    0.06% of the 13F portfolio, value $3,209,716.

    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 40,054 shares
    Change vs previous 13F -1,658 shares

    0.07% of the 13F portfolio, value $3,733,033.

    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 41,712 shares
    Change vs previous 13F +195 shares

    0.07% of the 13F portfolio, value $3,496,300.

    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 41,517 shares
    Change vs previous 13F +503 shares

    0.07% of the 13F portfolio, value $3,326,342.

    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 41,014 shares
    Change vs previous 13F -5,333 shares

    0.07% of the 13F portfolio, value $2,944,411.

    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 46,347 shares
    Change vs previous 13F +5,033 shares

    0.08% of the 13F portfolio, value $3,255,429.

    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 41,314 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,333,828.

    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).