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Choate Investment Advisors: XLV position timeline

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

Choate Investment Advisors held 26,958 XLV 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 26,958 shares
    Change vs previous 13F -5,149 shares

    0.08% of the 13F portfolio, value $4,277,156.

    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 32,107 shares
    Change vs previous 13F -1,056 shares

    0.09% of the 13F portfolio, value $4,707,207.

    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 33,163 shares
    Change vs previous 13F -1,461 shares

    0.1% of the 13F portfolio, value $5,133,632.

    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 34,624 shares
    Change vs previous 13F -624 shares

    0.1% of the 13F portfolio, value $4,818,620.

    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 35,248 shares
    Change vs previous 13F +580 shares

    0.1% of the 13F portfolio, value $4,751,078.

    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 34,668 shares
    Change vs previous 13F +1,624 shares

    0.13% of the 13F portfolio, value $5,061,875.

    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 33,044 shares
    Change vs previous 13F +879 shares

    0.11% of the 13F portfolio, value $4,545,863.

    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 32,165 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,954,053.

    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).