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CHOREO, LLC: CM position timeline

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

CHOREO, LLC held 2,177 CM 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 2,177 shares
    Change vs previous 13F -27 shares

    <0.01% of the 13F portfolio, value $250,355.

    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 2,204 shares
    Change vs previous 13F -108 shares

    <0.01% of the 13F portfolio, value $208,829.

    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 2,312 shares
    Change vs previous 13F -1,276 shares

    <0.01% of the 13F portfolio, value $211,479.

    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 3,588 shares
    Change vs previous 13F -471 shares

    <0.01% of the 13F portfolio, value $289,150.

    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 4,059 shares
    Change vs previous 13F +307 shares

    <0.01% of the 13F portfolio, value $290,403.

    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 3,752 shares
    Change vs previous 13F -1,023 shares

    <0.01% of the 13F portfolio, value $211,238.

    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 4,775 shares
    Change vs previous 13F +679 shares

    <0.01% of the 13F portfolio, value $302,458.

    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 4,096 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $247,562.

    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).