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Disclosery

CHOREO, LLC: UBS position timeline

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

CHOREO, LLC held 69,570 UBS 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 69,570 shares
    Change vs previous 13F +505 shares

    0.04% of the 13F portfolio, value $3,447,897.

    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 69,065 shares
    Change vs previous 13F -521 shares

    0.03% of the 13F portfolio, value $2,698,376.

    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 69,586 shares
    Change vs previous 13F +1,453 shares

    0.04% of the 13F portfolio, value $3,237,122.

    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 68,133 shares
    Change vs previous 13F +3,708 shares

    0.04% of the 13F portfolio, value $2,793,464.

    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 64,425 shares
    Change vs previous 13F +12,737 shares

    0.03% of the 13F portfolio, value $2,178,854.

    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 51,688 shares
    Change vs previous 13F -6,512 shares

    0.02% of the 13F portfolio, value $1,583,203.

    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 58,200 shares
    Change vs previous 13F -3,421 shares

    0.03% of the 13F portfolio, value $1,780,637.

    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 61,621 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,898,563.

    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).