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Disclosery

CHOREO, LLC: DFIV position timeline

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

CHOREO, LLC held 1,477,472 DFIV 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 1,477,472 shares
    Change vs previous 13F +4,729 shares

    0.88% of the 13F portfolio, value $79,813,047.

    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 1,472,743 shares
    Change vs previous 13F +46,460 shares

    0.95% of the 13F portfolio, value $77,731,381.

    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 1,426,283 shares
    Change vs previous 13F +96,474 shares

    0.91% of the 13F portfolio, value $71,456,768.

    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 1,329,809 shares
    Change vs previous 13F -185,710 shares

    0.8% of the 13F portfolio, value $61,330,789.

    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 1,515,519 shares
    Change vs previous 13F -104,770 shares

    0.91% of the 13F portfolio, value $64,909,662.

    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 1,620,289 shares
    Change vs previous 13F -220,750 shares

    0.99% of the 13F portfolio, value $63,774,568.

    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 1,841,039 shares
    Change vs previous 13F +78,883 shares

    0.94% of the 13F portfolio, value $65,318,529.

    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 1,762,156 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $66,732,831.

    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).