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Disclosery

CHOREO, LLC: KBWD position timeline

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

CHOREO, LLC held 10,134 KBWD 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 10,134 shares
    Change vs previous 13F -14,302 shares

    <0.01% of the 13F portfolio, value $125,864.

    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 24,436 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $306,427.

    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 24,436 shares
    Change vs previous 13F -18,765 shares

    <0.01% of the 13F portfolio, value $333,551.

    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 43,201 shares
    Change vs previous 13F -2,513 shares

    0.01% of the 13F portfolio, value $584,510.

    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 45,714 shares
    Change vs previous 13F -12,080 shares

    0.01% of the 13F portfolio, value $634,053.

    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 57,794 shares
    Change vs previous 13F -13,038 shares

    0.01% of the 13F portfolio, value $835,123.

    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 70,832 shares
    Change vs previous 13F +3,936 shares

    0.01% of the 13F portfolio, value $1,038,863.

    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 66,896 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,002,102.

    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).