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Disclosery

CHOREO, LLC: IWM position timeline

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

CHOREO, LLC held 173,234 IWM 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 173,234 shares
    Change vs previous 13F +4,196 shares

    0.43% of the 13F portfolio, value $39,297,593.

    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 169,038 shares
    Change vs previous 13F +19,669 shares

    0.39% of the 13F portfolio, value $31,404,656.

    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 149,369 shares
    Change vs previous 13F +1,326 shares

    0.34% of the 13F portfolio, value $26,529,813.

    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 148,043 shares
    Change vs previous 13F -1,971 shares

    0.33% of the 13F portfolio, value $25,560,706.

    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 150,014 shares
    Change vs previous 13F -3,097 shares

    0.32% of the 13F portfolio, value $23,225,705.

    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 153,111 shares
    Change vs previous 13F +37,068 shares

    0.34% of the 13F portfolio, value $22,092,749.

    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 116,043 shares
    Change vs previous 13F -9,965 shares

    0.37% of the 13F portfolio, value $25,635,850.

    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 126,008 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $27,456,325.

    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).