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Disclosery

CHOREO, LLC: HE position timeline

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

CHOREO, LLC held 25,023 HE 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 25,023 shares
    Change vs previous 13F +1,452 shares

    <0.01% of the 13F portfolio, value $338,565.

    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 23,571 shares
    Change vs previous 13F +49 shares

    <0.01% of the 13F portfolio, value $349,794.

    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 23,522 shares
    Change vs previous 13F -1,195 shares

    <0.01% of the 13F portfolio, value $296,612.

    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 24,717 shares
    Change vs previous 13F +11,468 shares

    <0.01% of the 13F portfolio, value $272,876.

    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 13,249 shares
    Change vs previous 13F +2,553 shares

    <0.01% of the 13F portfolio, value $140,838.

    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 10,696 shares
    Change vs previous 13F -5,494 shares

    <0.01% of the 13F portfolio, value $117,122.

    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 16,190 shares
    Change vs previous 13F +2,173 shares

    <0.01% of the 13F portfolio, value $157,647.

    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 14,017 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $127,835.

    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).