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Choate Investment AdvisorsETFConcentrated trader

CIK: 0001399794 | BOSTON, MA

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR472$5.7B2026-08-11SEC ↗
Q1 2026
13F-HR438$5.1B2026-05-13SEC ↗
Q4 2025
13F-HR444$5.1B2026-02-09SEC ↗
Q3 2025
13F-HR424$4.8B2025-11-10SEC ↗
Q2 2025
13F-HR477$4.6B2025-08-12SEC ↗
Q1 2025
13F-HR395$4.0B2025-05-14SEC ↗
Q4 2024
13F-HR402$4.2B2025-02-10SEC ↗
Q3 2024
13F-HR383$3.9B2024-11-13SEC ↗
Q2 2024
13F-HR377$3.8B2024-08-08SEC ↗
Q1 2024
13F-HR405$3.7B2024-05-07SEC ↗
Q4 2023
13F-HR379$3.2B2024-02-14SEC ↗
Q3 2023
13F-HR431$2.6B2023-10-30SEC ↗
Q2 2023
13F-HR348$2.4B2023-08-01SEC ↗
Q1 2023
13F-HR319$2.1B2023-05-15SEC ↗
Q4 2022
13F-HR327$1.7B2023-02-14SEC ↗
Q3 2022
13F-HR296$50.0M2022-11-14SEC ↗
Q2 2022
13F-HR314$32.0M2022-08-11SEC ↗
Q1 2022
13F-HR359$30.4M2022-04-29SEC ↗
Q4 2021
13F-HR343$24.8M2022-02-07SEC ↗
Q3 2021
13F-HR306$21.6M2021-11-04SEC ↗
Q2 2021
13F-HR342$22.8M2021-07-30SEC ↗
Q1 2021
13F-HR304$22.1M2021-05-07SEC ↗
Q4 2020
13F-HR287$19.6M2021-02-08SEC ↗
Q3 2020
13F-HR281$16.3M2020-10-26SEC ↗
Q2 2020
13F-HR241$16.8M2020-07-23SEC ↗
Q1 2020
13F-HR232$13.1M2020-05-07SEC ↗
Q4 2019
13F-HR227$16.9M2020-01-28SEC ↗
Q3 2019
13F-HR229$15.7M2019-11-13SEC ↗
Q2 2019
13F-HR228$16.5M2019-08-14SEC ↗
Q1 2019
13F-HR234$17.0M2019-04-29SEC ↗
Q4 2018
13F-HR224$15.4M2019-02-14SEC ↗
Q3 2018
13F-HR196$17.5M2018-11-14SEC ↗
Q2 2018
13F-HR265$18.0M2018-07-30SEC ↗
Q1 2018
13F-HR366$1.9B2018-05-04SEC ↗
Q4 2017
13F-HR372$2.0B2018-02-14SEC ↗
Q3 2017
13F-HR376$1.9B2017-11-14SEC ↗
Q2 2017
13F-HR371$1.8B2017-08-11SEC ↗
Q1 2017
13F-HR373$1.7B2017-05-11SEC ↗
Q4 2016
13F-HR365$1.6B2017-02-13SEC ↗
Q3 2016
13F-HR355$1.5B2016-11-15SEC ↗
Q2 2016
13F-HR313$1.4B2016-08-11SEC ↗
Q1 2016
13F-HR328$1.4B2016-05-04SEC ↗
Q4 2015
13F-HR343$1.5B2016-02-16SEC ↗
Q3 2015
13F-HR343$1.5B2015-11-12SEC ↗
Q2 2015
13F-HR346$1.7B2015-08-13SEC ↗
Q1 2015
13F-HR371$1.8B2015-05-14SEC ↗
Q4 2014
13F-HR363$1.7B2015-02-17SEC ↗
Q3 2014
13F-HR311$1.7B2014-11-13SEC ↗
Q2 2014Amended
13F-HR/A346$1.7B2014-08-14SEC ↗
Q1 2014
13F-HR331$1.6B2014-05-15SEC ↗
Q4 2013Amended
13F-HR/A250$1.4B2014-02-04SEC ↗
Q3 2013
13F-HR250$1.4B2013-11-05SEC ↗
Q2 2013
13F-HR297$1.2B2013-08-12SEC ↗