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Disclosery

CHOREO, LLC: ITOT position timeline

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

CHOREO, LLC held 93,041 ITOT 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 93,041 shares
    Change vs previous 13F -908 shares

    0.17% of the 13F portfolio, value $15,281,760.

    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 93,949 shares
    Change vs previous 13F +1,107 shares

    0.16% of the 13F portfolio, value $13,373,272.

    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 92,842 shares
    Change vs previous 13F -2,676 shares

    0.18% of the 13F portfolio, value $13,907,708.

    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 95,518 shares
    Change vs previous 13F +138 shares

    0.18% of the 13F portfolio, value $13,912,261.

    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 95,380 shares
    Change vs previous 13F +341 shares

    0.18% of the 13F portfolio, value $12,880,155.

    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 95,039 shares
    Change vs previous 13F -13,530 shares

    0.18% of the 13F portfolio, value $11,595,707.

    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 108,569 shares
    Change vs previous 13F -9,337 shares

    0.2% of the 13F portfolio, value $13,974,191.

    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 117,906 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $14,676,907.

    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).