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Choate Investment Advisors: XLU position timeline

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

Choate Investment Advisors held 48,240 XLU 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 48,240 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $2,187,202.

    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 48,240 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $2,213,734.

    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 48,240 shares
    Change vs previous 13F +24,120 shares

    0.04% of the 13F portfolio, value $2,059,366.

    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 24,120 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $2,103,510.

    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 24,120 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,969,639.

    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 24,120 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,901,862.

    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 24,120 shares
    Change vs previous 13F -2,680 shares

    0.04% of the 13F portfolio, value $1,825,643.

    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 26,800 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,164,904.

    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).