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CHOREO, LLC: IWS position timeline

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

CHOREO, LLC held 13,238 IWS 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 13,238 shares
    Change vs previous 13F -1,138 shares

    0.02% of the 13F portfolio, value $2,179,017.

    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 14,376 shares
    Change vs previous 13F -2,881 shares

    0.03% of the 13F portfolio, value $2,095,114.

    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 17,257 shares
    Change vs previous 13F -182 shares

    0.03% of the 13F portfolio, value $2,457,105.

    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 17,439 shares
    Change vs previous 13F -352 shares

    0.03% of the 13F portfolio, value $2,435,717.

    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 17,791 shares
    Change vs previous 13F -499 shares

    0.03% of the 13F portfolio, value $2,350,844.

    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 18,290 shares
    Change vs previous 13F -1,093 shares

    0.04% of the 13F portfolio, value $2,304,041.

    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 19,383 shares
    Change vs previous 13F +149 shares

    0.04% of the 13F portfolio, value $2,505,758.

    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 19,234 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,528,344.

    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).