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Disclosery

CHOREO, LLC: IVW position timeline

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

CHOREO, LLC held 402,802 IVW 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 402,802 shares
    Change vs previous 13F -7,407 shares

    0.61% of the 13F portfolio, value $55,397,381.

    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 410,209 shares
    Change vs previous 13F -9,838 shares

    0.57% of the 13F portfolio, value $46,398,723.

    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 420,047 shares
    Change vs previous 13F -11,928 shares

    0.66% of the 13F portfolio, value $52,153,059.

    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 431,975 shares
    Change vs previous 13F -13,841 shares

    0.68% of the 13F portfolio, value $52,147,981.

    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 445,816 shares
    Change vs previous 13F -32,709 shares

    0.68% of the 13F portfolio, value $49,084,332.

    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 478,525 shares
    Change vs previous 13F -18,064 shares

    0.69% of the 13F portfolio, value $44,421,442.

    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 496,589 shares
    Change vs previous 13F -4,367 shares

    0.73% of the 13F portfolio, value $50,462,214.

    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 500,956 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $47,298,228.

    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).