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Disclosery

CHOREO, LLC: IVZ position timeline

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

CHOREO, LLC held 14,087 IVZ 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 14,087 shares
    Change vs previous 13F +1,332 shares

    <0.01% of the 13F portfolio, value $371,753.

    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 12,755 shares
    Change vs previous 13F +508 shares

    <0.01% of the 13F portfolio, value $309,819.

    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 12,247 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $324,056.

    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).