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Disclosery

CHOREO, LLC: IUSV position timeline

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

CHOREO, LLC held 7,131 IUSV 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 7,131 shares
    Change vs previous 13F -46 shares

    0.01% of the 13F portfolio, value $785,479.

    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 7,177 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $733,823.

    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 7,177 shares
    Change vs previous 13F -1,994 shares

    0.01% of the 13F portfolio, value $741,480.

    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 9,171 shares
    Change vs previous 13F -5,553 shares

    0.01% of the 13F portfolio, value $916,663.

    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 14,724 shares
    Change vs previous 13F -152 shares

    0.02% of the 13F portfolio, value $1,393,326.

    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 14,876 shares
    Change vs previous 13F +3,972 shares

    0.02% of the 13F portfolio, value $1,372,900.

    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 10,904 shares
    Change vs previous 13F -262 shares

    0.01% of the 13F portfolio, value $1,009,580.

    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 11,166 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,062,434.

    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).