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Disclosery

CHOREO, LLC: IWD position timeline

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

CHOREO, LLC held 404,733 IWD 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 404,733 shares
    Change vs previous 13F +1,921 shares

    1.08% of the 13F portfolio, value $98,119,334.

    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 402,812 shares
    Change vs previous 13F +4,391 shares

    1.06% of the 13F portfolio, value $86,068,844.

    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 398,421 shares
    Change vs previous 13F +8,528 shares

    1.08% of the 13F portfolio, value $84,441,430.

    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 389,893 shares
    Change vs previous 13F -5,624 shares

    1.03% of the 13F portfolio, value $79,378,348.

    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 395,517 shares
    Change vs previous 13F -5,226 shares

    1.07% of the 13F portfolio, value $76,820,852.

    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 400,743 shares
    Change vs previous 13F +12,243 shares

    1.17% of the 13F portfolio, value $75,403,223.

    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 388,500 shares
    Change vs previous 13F +4,958 shares

    1.03% of the 13F portfolio, value $71,911,935.

    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 383,542 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $72,513,074.

    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).