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Disclosery

CHOREO, LLC: IWF position timeline

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

CHOREO, LLC held 2,534,323 IWF 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 2,534,323 shares
    Change vs previous 13F +1,882,394 shares

    3.45% of the 13F portfolio, value $314,685,785.

    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 651,929 shares
    Change vs previous 13F +7,773 shares

    3.41% of the 13F portfolio, value $277,982,707.

    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 644,156 shares
    Change vs previous 13F +3,351 shares

    3.91% of the 13F portfolio, value $307,230,027.

    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 640,805 shares
    Change vs previous 13F -17,472 shares

    3.91% of the 13F portfolio, value $300,159,372.

    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 658,277 shares
    Change vs previous 13F +3,603 shares

    3.9% of the 13F portfolio, value $279,491,345.

    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 654,674 shares
    Change vs previous 13F -21,390 shares

    3.67% of the 13F portfolio, value $236,396,196.

    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 676,064 shares
    Change vs previous 13F +174,889 shares

    3.91% of the 13F portfolio, value $272,261,422.

    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 501,175 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $185,558,113.

    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).