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Disclosery

CHOREO, LLC: PFM position timeline

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

CHOREO, LLC held 81,858 PFM 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 81,858 shares
    Change vs previous 13F -11,860 shares

    0.05% of the 13F portfolio, value $4,539,386.

    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 93,718 shares
    Change vs previous 13F -1,356 shares

    0.06% of the 13F portfolio, value $4,788,231.

    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 95,074 shares
    Change vs previous 13F -10,315 shares

    0.06% of the 13F portfolio, value $4,930,985.

    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 105,389 shares
    Change vs previous 13F -21 shares

    0.07% of the 13F portfolio, value $5,347,701.

    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 105,410 shares
    Change vs previous 13F -111 shares

    0.07% of the 13F portfolio, value $5,077,600.

    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 105,521 shares
    Change vs previous 13F -1,485 shares

    0.07% of the 13F portfolio, value $4,830,751.

    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 107,006 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $4,907,230.

    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 107,006 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,954,378.

    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).