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Disclosery

CHOREO, LLC: HRB position timeline

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

CHOREO, LLC held 16,060 HRB 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 16,060 shares
    Change vs previous 13F +1,149 shares

    0.01% of the 13F portfolio, value $619,249.

    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 14,911 shares
    Change vs previous 13F +1,954 shares

    0.01% of the 13F portfolio, value $480,560.

    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 12,957 shares
    Change vs previous 13F -131 shares

    0.01% of the 13F portfolio, value $564,287.

    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 13,088 shares
    Change vs previous 13F -4,355 shares

    0.01% of the 13F portfolio, value $668,784.

    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 17,443 shares
    Change vs previous 13F +2,685 shares

    0.01% of the 13F portfolio, value $964,104.

    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 14,758 shares
    Change vs previous 13F -5,769 shares

    0.01% of the 13F portfolio, value $816,413.

    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 20,527 shares
    Change vs previous 13F +892 shares

    0.02% of the 13F portfolio, value $1,083,531.

    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 19,635 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,244,950.

    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).