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Disclosery

CHOREO, LLC: AEP position timeline

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

CHOREO, LLC held 21,286 AEP 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 21,286 shares
    Change vs previous 13F -129 shares

    0.03% of the 13F portfolio, value $2,912,244.

    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 21,415 shares
    Change vs previous 13F +561 shares

    0.03% of the 13F portfolio, value $2,807,139.

    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 20,854 shares
    Change vs previous 13F -551 shares

    0.03% of the 13F portfolio, value $2,418,732.

    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 21,405 shares
    Change vs previous 13F +395 shares

    0.03% of the 13F portfolio, value $2,407,931.

    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 21,010 shares
    Change vs previous 13F -111 shares

    0.03% of the 13F portfolio, value $2,179,937.

    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 21,121 shares
    Change vs previous 13F -1,220 shares

    0.04% of the 13F portfolio, value $2,307,898.

    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 22,341 shares
    Change vs previous 13F -278 shares

    0.03% of the 13F portfolio, value $2,058,171.

    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 22,619 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,312,068.

    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).