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Disclosery

CHOREO, LLC: IWP position timeline

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

CHOREO, LLC held 24,326 IWP 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 24,326 shares
    Change vs previous 13F -1,303 shares

    0.04% of the 13F portfolio, value $3,561,624.

    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 25,629 shares
    Change vs previous 13F +836 shares

    0.04% of the 13F portfolio, value $3,283,646.

    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 24,793 shares
    Change vs previous 13F -328 shares

    0.04% of the 13F portfolio, value $3,434,044.

    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 25,121 shares
    Change vs previous 13F -487 shares

    0.05% of the 13F portfolio, value $3,577,446.

    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 25,608 shares
    Change vs previous 13F -4,547 shares

    0.05% of the 13F portfolio, value $3,551,336.

    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 30,155 shares
    Change vs previous 13F -587 shares

    0.05% of the 13F portfolio, value $3,542,859.

    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 30,742 shares
    Change vs previous 13F -1,255 shares

    0.06% of the 13F portfolio, value $3,900,069.

    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 31,997 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,724,412.

    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).