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Choate Investment Advisors: XLI position timeline

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

Choate Investment Advisors held 23,727 XLI 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 23,727 shares
    Change vs previous 13F -163 shares

    0.08% of the 13F portfolio, value $4,394,952.

    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 23,890 shares
    Change vs previous 13F -341 shares

    0.08% of the 13F portfolio, value $3,863,730.

    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 24,231 shares
    Change vs previous 13F -300 shares

    0.07% of the 13F portfolio, value $3,758,713.

    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 24,531 shares
    Change vs previous 13F -543 shares

    0.08% of the 13F portfolio, value $3,783,420.

    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 25,074 shares
    Change vs previous 13F +445 shares

    0.08% of the 13F portfolio, value $3,698,916.

    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 24,629 shares
    Change vs previous 13F +420 shares

    0.08% of the 13F portfolio, value $3,228,123.

    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 24,209 shares
    Change vs previous 13F +151 shares

    0.08% of the 13F portfolio, value $3,189,778.

    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 24,058 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,258,416.

    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).