Skip to content
Disclosery

CHOREO, LLC: HQY position timeline

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

CHOREO, LLC held 20,967 HQY 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 20,967 shares
    Change vs previous 13F +681 shares

    0.02% of the 13F portfolio, value $1,893,730.

    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 20,286 shares
    Change vs previous 13F +140 shares

    0.02% of the 13F portfolio, value $1,695,285.

    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 20,146 shares
    Change vs previous 13F -113 shares

    0.02% of the 13F portfolio, value $1,863,488.

    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 20,259 shares
    Change vs previous 13F -71 shares

    0.03% of the 13F portfolio, value $1,919,928.

    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 20,330 shares
    Change vs previous 13F -258 shares

    0.03% of the 13F portfolio, value $2,129,752.

    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 20,588 shares
    Change vs previous 13F -2,291 shares

    0.03% of the 13F portfolio, value $1,819,345.

    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 22,879 shares
    Change vs previous 13F +1,533 shares

    0.03% of the 13F portfolio, value $2,204,081.

    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 21,346 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,713,428.

    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).