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Choate Investment Advisors: XBI position timeline

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

Choate Investment Advisors held 12,502 XBI 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 12,502 shares
    Change vs previous 13F +31 shares

    0.03% of the 13F portfolio, value $1,978,494.

    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 12,471 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,592,963.

    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 12,471 shares
    Change vs previous 13F -56 shares

    0.03% of the 13F portfolio, value $1,520,630.

    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 12,527 shares
    Change vs previous 13F +20 shares

    0.03% of the 13F portfolio, value $1,255,240.

    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 12,507 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,037,233.

    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 12,507 shares
    Change vs previous 13F -9,411 shares

    0.03% of the 13F portfolio, value $1,014,345.

    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 21,918 shares
    Change vs previous 13F -870 shares

    0.05% of the 13F portfolio, value $1,973,965.

    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 22,788 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,251,487.

    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).