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Disclosery

CHOREO, LLC: UPS position timeline

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

CHOREO, LLC held 152,620 UPS 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 152,620 shares
    Change vs previous 13F -1,592 shares

    0.18% of the 13F portfolio, value $16,406,656.

    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 154,212 shares
    Change vs previous 13F -116 shares

    0.19% of the 13F portfolio, value $15,171,370.

    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 154,328 shares
    Change vs previous 13F +3,971 shares

    0.2% of the 13F portfolio, value $15,377,222.

    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 150,357 shares
    Change vs previous 13F -578 shares

    0.16% of the 13F portfolio, value $12,559,332.

    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 150,935 shares
    Change vs previous 13F -493 shares

    0.21% of the 13F portfolio, value $15,235,405.

    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 151,428 shares
    Change vs previous 13F -361 shares

    0.26% of the 13F portfolio, value $16,655,589.

    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 151,789 shares
    Change vs previous 13F -1,684 shares

    0.27% of the 13F portfolio, value $19,131,830.

    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 153,473 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $20,453,371.

    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).