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Disclosery

CHOREO, LLC: PFG position timeline

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

CHOREO, LLC held 17,343 PFG 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 17,343 shares
    Change vs previous 13F +328 shares

    0.02% of the 13F portfolio, value $1,869,227.

    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 17,015 shares
    Change vs previous 13F +385 shares

    0.02% of the 13F portfolio, value $1,533,216.

    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 16,630 shares
    Change vs previous 13F +512 shares

    0.02% of the 13F portfolio, value $1,478,448.

    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 16,118 shares
    Change vs previous 13F -1,481 shares

    0.02% of the 13F portfolio, value $1,336,348.

    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 17,599 shares
    Change vs previous 13F -1,264 shares

    0.02% of the 13F portfolio, value $1,397,859.

    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 18,863 shares
    Change vs previous 13F -935 shares

    0.02% of the 13F portfolio, value $1,591,480.

    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 19,798 shares
    Change vs previous 13F -740 shares

    0.02% of the 13F portfolio, value $1,531,512.

    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 20,538 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,748,654.

    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).