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Disclosery

CHOREO, LLC: IWO position timeline

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

CHOREO, LLC held 114,055 IWO 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 114,055 shares
    Change vs previous 13F +824 shares

    0.49% of the 13F portfolio, value $44,933,125.

    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 113,231 shares
    Change vs previous 13F -205 shares

    0.44% of the 13F portfolio, value $35,529,691.

    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 113,436 shares
    Change vs previous 13F +3,314 shares

    0.47% of the 13F portfolio, value $36,951,903.

    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 110,122 shares
    Change vs previous 13F -4,714 shares

    0.46% of the 13F portfolio, value $35,243,325.

    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 114,836 shares
    Change vs previous 13F +3,013 shares

    0.46% of the 13F portfolio, value $32,826,968.

    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 111,823 shares
    Change vs previous 13F +141 shares

    0.44% of the 13F portfolio, value $28,574,063.

    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 111,682 shares
    Change vs previous 13F +906 shares

    0.46% of the 13F portfolio, value $32,145,666.

    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 110,776 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $31,048,398.

    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).