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Disclosery

CHOREO, LLC: PM position timeline

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

CHOREO, LLC held 142,435 PM 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 142,435 shares
    Change vs previous 13F -2,170 shares

    0.28% of the 13F portfolio, value $25,767,960.

    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 144,605 shares
    Change vs previous 13F +1,729 shares

    0.3% of the 13F portfolio, value $24,119,542.

    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 142,876 shares
    Change vs previous 13F -24 shares

    0.29% of the 13F portfolio, value $23,138,751.

    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 142,900 shares
    Change vs previous 13F +3,675 shares

    0.3% of the 13F portfolio, value $23,178,334.

    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 139,225 shares
    Change vs previous 13F +13,906 shares

    0.36% of the 13F portfolio, value $25,542,860.

    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 125,319 shares
    Change vs previous 13F -5,554 shares

    0.31% of the 13F portfolio, value $20,059,814.

    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 130,873 shares
    Change vs previous 13F +79,959 shares

    0.23% of the 13F portfolio, value $15,713,491.

    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 50,914 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,197,894.

    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).