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CHOREO, LLC: SDY position timeline

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

CHOREO, LLC held 20,214 SDY 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 20,214 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $3,076,159.

    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 20,213 shares
    Change vs previous 13F -299 shares

    0.04% of the 13F portfolio, value $2,949,863.

    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 20,512 shares
    Change vs previous 13F +1,508 shares

    0.04% of the 13F portfolio, value $2,874,166.

    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 19,004 shares
    Change vs previous 13F +469 shares

    0.03% of the 13F portfolio, value $2,661,567.

    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 18,535 shares
    Change vs previous 13F -953 shares

    0.04% of the 13F portfolio, value $2,515,794.

    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 19,488 shares
    Change vs previous 13F -964 shares

    0.04% of the 13F portfolio, value $2,644,095.

    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 20,452 shares
    Change vs previous 13F -545 shares

    0.04% of the 13F portfolio, value $2,701,236.

    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 20,997 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,979,249.

    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).