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Disclosery

CHOREO, LLC: EXC position timeline

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

CHOREO, LLC held 24,951 EXC 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 24,951 shares
    Change vs previous 13F -2,996 shares

    0.01% of the 13F portfolio, value $1,163,235.

    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 27,947 shares
    Change vs previous 13F +407 shares

    0.02% of the 13F portfolio, value $1,369,941.

    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 27,540 shares
    Change vs previous 13F +1,105 shares

    0.02% of the 13F portfolio, value $1,209,563.

    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 26,435 shares
    Change vs previous 13F +4,166 shares

    0.02% of the 13F portfolio, value $1,189,840.

    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 22,269 shares
    Change vs previous 13F +856 shares

    0.01% of the 13F portfolio, value $966,876.

    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 21,413 shares
    Change vs previous 13F +3,054 shares

    0.02% of the 13F portfolio, value $986,690.

    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 18,359 shares
    Change vs previous 13F -46,957 shares

    0.01% of the 13F portfolio, value $690,904.

    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 65,316 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,148,079.

    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).