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Disclosery

CHOREO, LLC: SSNC position timeline

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

CHOREO, LLC held 21,196 SSNC 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 21,196 shares
    Change vs previous 13F -400 shares

    0.01% of the 13F portfolio, value $1,315,233.

    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 21,596 shares
    Change vs previous 13F -1,172 shares

    0.02% of the 13F portfolio, value $1,459,241.

    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 22,768 shares
    Change vs previous 13F -500 shares

    0.03% of the 13F portfolio, value $2,014,968.

    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 23,268 shares
    Change vs previous 13F +466 shares

    0.03% of the 13F portfolio, value $2,065,268.

    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 22,802 shares
    Change vs previous 13F -226 shares

    0.03% of the 13F portfolio, value $1,887,950.

    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 23,028 shares
    Change vs previous 13F -117 shares

    0.03% of the 13F portfolio, value $1,923,529.

    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 23,145 shares
    Change vs previous 13F +16,600 shares

    0.03% of the 13F portfolio, value $1,751,151.

    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 6,545 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $481,777.

    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).