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CHOREO, LLC: AES position timeline

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

CHOREO, LLC held 12,695 AES 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 12,695 shares
    Change vs previous 13F +1,052 shares

    <0.01% of the 13F portfolio, value $186,104.

    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 11,643 shares
    Change vs previous 13F -4,437 shares

    <0.01% of the 13F portfolio, value $164,051.

    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 16,080 shares
    Change vs previous 13F +372 shares

    <0.01% of the 13F portfolio, value $233,167.

    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 15,708 shares
    Change vs previous 13F -2,893 shares

    <0.01% of the 13F portfolio, value $206,717.

    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 18,601 shares
    Change vs previous 13F -2,835 shares

    <0.01% of the 13F portfolio, value $195,707.

    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 21,436 shares
    Change vs previous 13F +8,440 shares

    <0.01% of the 13F portfolio, value $266,232.

    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 12,996 shares
    Change vs previous 13F -7,905 shares

    <0.01% of the 13F portfolio, value $164,460.

    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 20,901 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $423,036.

    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).