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Disclosery

CHOREO, LLC: SRE position timeline

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

CHOREO, LLC held 21,603 SRE 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 21,603 shares
    Change vs previous 13F +1,259 shares

    0.02% of the 13F portfolio, value $2,002,855.

    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 20,344 shares
    Change vs previous 13F +1,163 shares

    0.02% of the 13F portfolio, value $1,990,775.

    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 19,181 shares
    Change vs previous 13F -583 shares

    0.02% of the 13F portfolio, value $1,708,794.

    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 19,764 shares
    Change vs previous 13F -1,496 shares

    0.02% of the 13F portfolio, value $1,778,363.

    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 21,260 shares
    Change vs previous 13F -1,469 shares

    0.02% of the 13F portfolio, value $1,625,352.

    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 22,729 shares
    Change vs previous 13F -3,921 shares

    0.03% of the 13F portfolio, value $1,637,463.

    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 26,650 shares
    Change vs previous 13F -698 shares

    0.03% of the 13F portfolio, value $2,348,999.

    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 27,348 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,310,934.

    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).