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Disclosery

CHOREO, LLC: FIVN position timeline

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

CHOREO, LLC held 22,138 FIVN 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 22,138 shares
    Change vs previous 13F -339 shares

    0.01% of the 13F portfolio, value $471,981.

    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 22,477 shares
    Change vs previous 13F +8,339 shares

    <0.01% of the 13F portfolio, value $340,976.

    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 14,138 shares
    Change vs previous 13F -502 shares

    <0.01% of the 13F portfolio, value $282,760.

    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 14,640 shares
    Change vs previous 13F +1,889 shares

    <0.01% of the 13F portfolio, value $354,288.

    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 12,751 shares
    Change vs previous 13F +2,839 shares

    <0.01% of the 13F portfolio, value $337,646.

    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 9,912 shares
    Change vs previous 13F -103 shares

    <0.01% of the 13F portfolio, value $269,111.

    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 10,015 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $407,809.

    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).