Skip to content
Disclosery

Choate Investment Advisors: XLP position timeline

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

Choate Investment Advisors held 15,420 XLP 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 15,420 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,280,939.

    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 15,420 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,264,132.

    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 15,420 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,197,826.

    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 15,420 shares
    Change vs previous 13F -2,372 shares

    0.02% of the 13F portfolio, value $1,208,470.

    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 17,792 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,440,618.

    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 17,792 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,453,073.

    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 17,792 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,398,629.

    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 17,792 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,476,736.

    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).