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Disclosery

CHOREO, LLC: DOCU position timeline

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

CHOREO, LLC held 7,301 DOCU 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 7,301 shares
    Change vs previous 13F -1,135 shares

    <0.01% of the 13F portfolio, value $324,345.

    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 8,436 shares
    Change vs previous 13F +1,216 shares

    <0.01% of the 13F portfolio, value $399,951.

    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 7,220 shares
    Change vs previous 13F +70 shares

    0.01% of the 13F portfolio, value $498,758.

    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 7,150 shares
    Change vs previous 13F +307 shares

    0.01% of the 13F portfolio, value $515,444.

    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 6,843 shares
    Change vs previous 13F -198 shares

    0.01% of the 13F portfolio, value $532,959.

    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 7,041 shares
    Change vs previous 13F +1,068 shares

    0.01% of the 13F portfolio, value $573,137.

    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 5,973 shares
    Change vs previous 13F +791 shares

    0.01% of the 13F portfolio, value $547,066.

    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 5,182 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $318,278.

    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).