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Disclosery

CHOREO, LLC: IVT position timeline

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

CHOREO, LLC held 13,474 IVT 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 13,474 shares
    Change vs previous 13F +70 shares

    0.01% of the 13F portfolio, value $477,001.

    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 13,404 shares
    Change vs previous 13F -20 shares

    0.01% of the 13F portfolio, value $411,661.

    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 13,424 shares
    Change vs previous 13F -542 shares

    <0.01% of the 13F portfolio, value $378,423.

    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 13,966 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $403,027.

    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).