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Disclosery

CHOREO, LLC: URI position timeline

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

CHOREO, LLC held 2,923 URI 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 2,923 shares
    Change vs previous 13F -162 shares

    0.04% of the 13F portfolio, value $3,311,658.

    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 3,085 shares
    Change vs previous 13F -106 shares

    0.03% of the 13F portfolio, value $2,247,741.

    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 3,191 shares
    Change vs previous 13F -286 shares

    0.03% of the 13F portfolio, value $2,607,749.

    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 3,477 shares
    Change vs previous 13F -41 shares

    0.04% of the 13F portfolio, value $3,319,579.

    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 3,518 shares
    Change vs previous 13F +266 shares

    0.04% of the 13F portfolio, value $2,650,788.

    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 3,252 shares
    Change vs previous 13F -301 shares

    0.03% of the 13F portfolio, value $2,038,028.

    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 3,553 shares
    Change vs previous 13F -171 shares

    0.04% of the 13F portfolio, value $2,506,574.

    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 3,724 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,004,917.

    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).