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Disclosery

CHOREO, LLC: IWB position timeline

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

CHOREO, LLC held 139,506 IWB 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 139,506 shares
    Change vs previous 13F -2,221 shares

    0.63% of the 13F portfolio, value $57,126,751.

    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 141,727 shares
    Change vs previous 13F -1,747 shares

    0.62% of the 13F portfolio, value $50,532,447.

    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 143,474 shares
    Change vs previous 13F +7,027 shares

    0.69% of the 13F portfolio, value $53,974,764.

    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 136,447 shares
    Change vs previous 13F -2,541 shares

    0.65% of the 13F portfolio, value $49,868,506.

    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 138,988 shares
    Change vs previous 13F -15,375 shares

    0.66% of the 13F portfolio, value $47,195,233.

    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 154,363 shares
    Change vs previous 13F -7,788 shares

    0.73% of the 13F portfolio, value $47,349,158.

    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 162,151 shares
    Change vs previous 13F -1,502 shares

    0.75% of the 13F portfolio, value $52,266,138.

    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 163,653 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $50,999,046.

    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).