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CHOREO, LLC: PTEN position timeline

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

CHOREO, LLC held 46,714 PTEN 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 46,714 shares
    Change vs previous 13F +224 shares

    <0.01% of the 13F portfolio, value $428,835.

    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 46,490 shares
    Change vs previous 13F -2,399 shares

    0.01% of the 13F portfolio, value $503,487.

    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 48,889 shares
    Change vs previous 13F -10,398 shares

    <0.01% of the 13F portfolio, value $297,245.

    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 59,287 shares
    Change vs previous 13F +19,773 shares

    <0.01% of the 13F portfolio, value $307,107.

    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 39,514 shares
    Change vs previous 13F -6,792 shares

    <0.01% of the 13F portfolio, value $234,319.

    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 46,306 shares
    Change vs previous 13F +3,085 shares

    0.01% of the 13F portfolio, value $380,635.

    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 43,221 shares
    Change vs previous 13F -4,708 shares

    0.01% of the 13F portfolio, value $350,523.

    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 47,929 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $379,598.

    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).