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CHOREO, LLC: SAN position timeline

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

CHOREO, LLC held 195,233 SAN 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 195,233 shares
    Change vs previous 13F +4,003 shares

    0.03% of the 13F portfolio, value $2,694,215.

    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 191,230 shares
    Change vs previous 13F +50,171 shares

    0.03% of the 13F portfolio, value $2,157,076.

    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 141,059 shares
    Change vs previous 13F +12,470 shares

    0.02% of the 13F portfolio, value $1,670,139.

    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 128,589 shares
    Change vs previous 13F +7,656 shares

    0.02% of the 13F portfolio, value $1,347,610.

    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 120,933 shares
    Change vs previous 13F +20,530 shares

    0.01% of the 13F portfolio, value $1,003,744.

    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 100,403 shares
    Change vs previous 13F +9,313 shares

    0.01% of the 13F portfolio, value $672,700.

    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 91,090 shares
    Change vs previous 13F -8,708 shares

    0.01% of the 13F portfolio, value $413,623.

    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 99,798 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $481,026.

    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).