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Disclosery

CHOREO, LLC: EFG position timeline

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

CHOREO, LLC held 266,739 EFG 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 266,739 shares
    Change vs previous 13F -1,881 shares

    0.36% of the 13F portfolio, value $33,187,697.

    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 268,620 shares
    Change vs previous 13F +19,829 shares

    0.37% of the 13F portfolio, value $29,915,114.

    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 248,791 shares
    Change vs previous 13F +10,718 shares

    0.36% of the 13F portfolio, value $28,474,126.

    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 238,073 shares
    Change vs previous 13F -3,053 shares

    0.35% of the 13F portfolio, value $27,111,777.

    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 241,126 shares
    Change vs previous 13F -6,216 shares

    0.38% of the 13F portfolio, value $27,006,105.

    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 247,342 shares
    Change vs previous 13F +62,049 shares

    0.38% of the 13F portfolio, value $24,735,100.

    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 185,293 shares
    Change vs previous 13F +114,155 shares

    0.26% of the 13F portfolio, value $17,942,195.

    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 71,138 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $7,603,249.

    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).