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CHOREO, LLC: ITM position timeline

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

CHOREO, LLC held 19,049 ITM 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 19,049 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $895,111.

    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 19,043 shares
    Change vs previous 13F +1,593 shares

    0.01% of the 13F portfolio, value $884,188.

    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 17,450 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $825,183.

    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 17,450 shares
    Change vs previous 13F -21,114 shares

    0.01% of the 13F portfolio, value $813,170.

    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 38,564 shares
    Change vs previous 13F +22,225 shares

    0.02% of the 13F portfolio, value $1,753,505.

    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 16,339 shares
    Change vs previous 13F -202 shares

    0.01% of the 13F portfolio, value $743,588.

    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 16,541 shares
    Change vs previous 13F +321 shares

    0.01% of the 13F portfolio, value $763,533.

    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 16,220 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $763,482.

    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).