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Disclosery

CHOREO, LLC: ISTB position timeline

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

CHOREO, LLC held 5,952 ISTB 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 5,952 shares
    Change vs previous 13F -1,894 shares

    <0.01% of the 13F portfolio, value $287,203.

    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 7,846 shares
    Change vs previous 13F -82 shares

    <0.01% of the 13F portfolio, value $380,214.

    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 7,928 shares
    Change vs previous 13F -208 shares

    <0.01% of the 13F portfolio, value $386,722.

    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 8,136 shares
    Change vs previous 13F -14,325 shares

    0.01% of the 13F portfolio, value $397,368.

    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 22,461 shares
    Change vs previous 13F +778 shares

    0.02% of the 13F portfolio, value $1,092,705.

    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 21,683 shares
    Change vs previous 13F +6,055 shares

    0.02% of the 13F portfolio, value $1,048,368.

    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 15,628 shares
    Change vs previous 13F +95 shares

    0.01% of the 13F portfolio, value $746,556.

    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 15,533 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $756,743.

    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).