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CHOREO, LLC: EPD position timeline

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

CHOREO, LLC held 154,111 EPD 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 154,111 shares
    Change vs previous 13F +5,598 shares

    0.06% of the 13F portfolio, value $5,665,133.

    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 148,513 shares
    Change vs previous 13F +9,459 shares

    0.07% of the 13F portfolio, value $5,619,732.

    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 139,054 shares
    Change vs previous 13F -14,891 shares

    0.06% of the 13F portfolio, value $4,465,057.

    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 153,945 shares
    Change vs previous 13F +5,049 shares

    0.06% of the 13F portfolio, value $4,813,994.

    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 148,896 shares
    Change vs previous 13F +15,033 shares

    0.06% of the 13F portfolio, value $4,617,256.

    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 133,863 shares
    Change vs previous 13F +41,962 shares

    0.07% of the 13F portfolio, value $4,570,068.

    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 91,901 shares
    Change vs previous 13F -634 shares

    0.04% of the 13F portfolio, value $2,876,297.

    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 92,535 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,712,194.

    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).