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Disclosery

CHOREO, LLC: SMA position timeline

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

CHOREO, LLC held 200,728 SMA 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 200,728 shares
    Change vs previous 13F +21,989 shares

    0.07% of the 13F portfolio, value $6,523,660.

    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 178,739 shares
    Change vs previous 13F +85,009 shares

    0.07% of the 13F portfolio, value $5,436,513.

    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 93,730 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,941,247.

    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).