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Disclosery

CHOREO, LLC: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CHOREO, LLC on IJR, newest first. How the timeline and the estimate are built.

CHOREO, LLC held 81,763 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,763 shares
    Change vs previous 13F -3,146 shares

    0.13% of the 13F portfolio, value $12,126,285.

    13F-HR 0001214659-26-009507 filed by CHOREO, LLC
    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 84,909 shares
    Change vs previous 13F -650 shares

    0.13% of the 13F portfolio, value $10,555,085.

    13F-HR 0001214659-26-006019 filed by CHOREO, LLC
    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 85,559 shares
    Change vs previous 13F -8,141 shares

    0.13% of the 13F portfolio, value $10,411,702.

    13F-HR 0001214659-26-000775 filed by CHOREO, LLC
    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 93,700 shares
    Change vs previous 13F -545 shares

    0.15% of the 13F portfolio, value $11,134,360.

    13F-HR 0001214659-25-016169 filed by CHOREO, LLC
    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 94,245 shares
    Change vs previous 13F -3,075 shares

    0.14% of the 13F portfolio, value $10,300,012.

    13F-HR 0001214659-25-011879 filed by CHOREO, LLC
    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 97,320 shares
    Change vs previous 13F +1,455 shares

    0.16% of the 13F portfolio, value $10,176,748.

    13F-HR 0001214659-25-006995 filed by CHOREO, LLC
    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 95,865 shares
    Change vs previous 13F -57,716 shares

    0.16% of the 13F portfolio, value $11,040,653.

    13F-HR 0001214659-25-001353 filed by CHOREO, LLC
    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 153,581 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $17,730,929.

    13F-HR 0001214659-24-018521 filed by CHOREO, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).