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Disclosery

CHOREO, LLC: INTU position timeline

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

CHOREO, LLC held 5,214 INTU 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 5,214 shares
    Change vs previous 13F -4,714 shares

    0.01% of the 13F portfolio, value $1,360,776.

    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 9,928 shares
    Change vs previous 13F -1,890 shares

    0.05% of the 13F portfolio, value $4,292,719.

    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 11,818 shares
    Change vs previous 13F -382 shares

    0.1% of the 13F portfolio, value $7,916,407.

    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 12,200 shares
    Change vs previous 13F +672 shares

    0.11% of the 13F portfolio, value $8,331,447.

    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 11,528 shares
    Change vs previous 13F +2,799 shares

    0.13% of the 13F portfolio, value $9,079,656.

    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 8,729 shares
    Change vs previous 13F -1,973 shares

    0.08% of the 13F portfolio, value $5,359,605.

    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 10,702 shares
    Change vs previous 13F +1,233 shares

    0.1% of the 13F portfolio, value $6,742,351.

    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 9,469 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,741,283.

    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).