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Disclosery

CHOREO, LLC: IWN position timeline

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

CHOREO, LLC held 243,333 IWN 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 243,333 shares
    Change vs previous 13F -600 shares

    0.59% of the 13F portfolio, value $53,825,358.

    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 243,933 shares
    Change vs previous 13F -357 shares

    0.57% of the 13F portfolio, value $46,246,604.

    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 244,290 shares
    Change vs previous 13F +7,893 shares

    0.57% of the 13F portfolio, value $44,619,579.

    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 236,397 shares
    Change vs previous 13F -314 shares

    0.54% of the 13F portfolio, value $41,797,353.

    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 236,711 shares
    Change vs previous 13F +5,743 shares

    0.52% of the 13F portfolio, value $37,343,601.

    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 230,968 shares
    Change vs previous 13F -4,585 shares

    0.54% of the 13F portfolio, value $34,871,541.

    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 235,553 shares
    Change vs previous 13F +6,961 shares

    0.56% of the 13F portfolio, value $38,664,971.

    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 228,592 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $37,575,935.

    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).