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Disclosery

CHOREO, LLC: IVV position timeline

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

CHOREO, LLC held 132,103 IVV 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 132,103 shares
    Change vs previous 13F -7,664 shares

    1.09% of the 13F portfolio, value $98,927,213.

    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 139,767 shares
    Change vs previous 13F +3,255 shares

    1.12% of the 13F portfolio, value $91,297,253.

    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 136,512 shares
    Change vs previous 13F -2,086 shares

    1.2% of the 13F portfolio, value $94,182,445.

    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 138,598 shares
    Change vs previous 13F -597 shares

    1.21% of the 13F portfolio, value $92,763,347.

    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 139,195 shares
    Change vs previous 13F +885 shares

    1.21% of the 13F portfolio, value $86,423,673.

    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 138,310 shares
    Change vs previous 13F -8,255 shares

    1.21% of the 13F portfolio, value $77,709,920.

    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 146,565 shares
    Change vs previous 13F -70,034 shares

    1.24% of the 13F portfolio, value $86,340,336.

    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 216,599 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $123,758,040.

    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).