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Disclosery

CHOREO, LLC: WM position timeline

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

CHOREO, LLC held 22,902 WM 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 22,902 shares
    Change vs previous 13F +1,810 shares

    0.06% of the 13F portfolio, value $5,104,329.

    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 21,092 shares
    Change vs previous 13F +1,542 shares

    0.06% of the 13F portfolio, value $4,846,679.

    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 19,550 shares
    Change vs previous 13F +2,291 shares

    0.06% of the 13F portfolio, value $4,342,479.

    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 17,259 shares
    Change vs previous 13F -1,498 shares

    0.05% of the 13F portfolio, value $3,811,204.

    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 18,757 shares
    Change vs previous 13F +1,665 shares

    0.06% of the 13F portfolio, value $4,291,884.

    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 17,092 shares
    Change vs previous 13F -3,666 shares

    0.06% of the 13F portfolio, value $3,956,893.

    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 20,758 shares
    Change vs previous 13F +2,486 shares

    0.06% of the 13F portfolio, value $4,195,133.

    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 18,272 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,799,256.

    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).