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Disclosery

CHOREO, LLC: SMFG position timeline

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

CHOREO, LLC held 81,395 SMFG 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 81,395 shares
    Change vs previous 13F +4,285 shares

    0.02% of the 13F portfolio, value $1,919,294.

    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 77,110 shares
    Change vs previous 13F +6,455 shares

    0.02% of the 13F portfolio, value $1,522,923.

    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 70,655 shares
    Change vs previous 13F +10,558 shares

    0.02% of the 13F portfolio, value $1,370,000.

    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 60,097 shares
    Change vs previous 13F +6,282 shares

    0.01% of the 13F portfolio, value $1,006,024.

    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 53,815 shares
    Change vs previous 13F +2,374 shares

    0.01% of the 13F portfolio, value $813,145.

    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 51,441 shares
    Change vs previous 13F -4,565 shares

    0.01% of the 13F portfolio, value $795,278.

    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 56,006 shares
    Change vs previous 13F +2,539 shares

    0.01% of the 13F portfolio, value $814,740.

    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 53,467 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $679,031.

    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).