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Disclosery

CHOREO, LLC: DFUS position timeline

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

CHOREO, LLC held 935,798 DFUS 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 935,798 shares
    Change vs previous 13F +2,253 shares

    0.84% of the 13F portfolio, value $76,679,255.

    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 933,545 shares
    Change vs previous 13F +5,070 shares

    0.81% of the 13F portfolio, value $66,197,676.

    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 928,475 shares
    Change vs previous 13F -17,814 shares

    0.88% of the 13F portfolio, value $69,384,904.

    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 946,289 shares
    Change vs previous 13F -63,166 shares

    0.89% of the 13F portfolio, value $68,549,142.

    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 1,009,455 shares
    Change vs previous 13F -10,100 shares

    0.94% of the 13F portfolio, value $67,653,685.

    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 1,019,555 shares
    Change vs previous 13F -5,370 shares

    0.96% of the 13F portfolio, value $61,662,707.

    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 1,024,925 shares
    Change vs previous 13F -2,352 shares

    0.94% of the 13F portfolio, value $65,343,352.

    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 1,027,277 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $63,239,196.

    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).