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CHOREO, LLC: HIO position timeline

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

CHOREO, LLC held 50,189 HIO 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 50,189 shares
    Change vs previous 13F -4,926 shares

    <0.01% of the 13F portfolio, value $182,688.

    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 55,115 shares
    Change vs previous 13F +8,889 shares

    <0.01% of the 13F portfolio, value $200,067.

    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 46,226 shares
    Change vs previous 13F +426 shares

    <0.01% of the 13F portfolio, value $172,677.

    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 45,800 shares
    Change vs previous 13F +1,676 shares

    <0.01% of the 13F portfolio, value $175,872.

    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 44,124 shares
    Change vs previous 13F +24,676 shares

    <0.01% of the 13F portfolio, value $175,614.

    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 19,448 shares
    Change vs previous 13F +4,593 shares

    <0.01% of the 13F portfolio, value $77,403.

    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 14,855 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $58,380.

    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).