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Disclosery

CHOREO, LLC: WSM position timeline

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

CHOREO, LLC held 8,590 WSM 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 8,590 shares
    Change vs previous 13F +189 shares

    0.02% of the 13F portfolio, value $2,002,250.

    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 8,401 shares
    Change vs previous 13F +4,255 shares

    0.02% of the 13F portfolio, value $1,531,832.

    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 4,146 shares
    Change vs previous 13F -84 shares

    0.01% of the 13F portfolio, value $752,146.

    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 4,230 shares
    Change vs previous 13F +583 shares

    0.01% of the 13F portfolio, value $826,799.

    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 3,647 shares
    Change vs previous 13F -108 shares

    0.01% of the 13F portfolio, value $595,873.

    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 3,755 shares
    Change vs previous 13F +543 shares

    0.01% of the 13F portfolio, value $593,720.

    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 3,212 shares
    Change vs previous 13F -953 shares

    0.01% of the 13F portfolio, value $596,809.

    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 4,165 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $629,117.

    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).