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Disclosery

CHOREO, LLC: WFC position timeline

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

CHOREO, LLC held 181,907 WFC 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 181,907 shares
    Change vs previous 13F -9,313 shares

    0.16% of the 13F portfolio, value $15,033,230.

    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 191,220 shares
    Change vs previous 13F -5,104 shares

    0.19% of the 13F portfolio, value $15,221,791.

    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 196,324 shares
    Change vs previous 13F -17,835 shares

    0.24% of the 13F portfolio, value $18,515,358.

    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 214,159 shares
    Change vs previous 13F -4,304 shares

    0.23% of the 13F portfolio, value $17,950,810.

    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 218,463 shares
    Change vs previous 13F -14,225 shares

    0.24% of the 13F portfolio, value $17,502,934.

    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 232,688 shares
    Change vs previous 13F -35,952 shares

    0.26% of the 13F portfolio, value $16,704,667.

    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 268,640 shares
    Change vs previous 13F -161,322 shares

    0.27% of the 13F portfolio, value $18,875,594.

    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 429,962 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $23,868,786.

    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).