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Disclosery

CHOREO, LLC: USMV position timeline

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

CHOREO, LLC held 198,781 USMV 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 198,781 shares
    Change vs previous 13F -7,672 shares

    0.21% of the 13F portfolio, value $19,174,423.

    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 206,453 shares
    Change vs previous 13F -10,526 shares

    0.24% of the 13F portfolio, value $19,146,491.

    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 216,979 shares
    Change vs previous 13F -10,799 shares

    0.26% of the 13F portfolio, value $20,601,219.

    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 227,778 shares
    Change vs previous 13F -4,941 shares

    0.28% of the 13F portfolio, value $21,670,771.

    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 232,719 shares
    Change vs previous 13F -43,667 shares

    0.3% of the 13F portfolio, value $21,845,317.

    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 276,386 shares
    Change vs previous 13F -15,315 shares

    0.4% of the 13F portfolio, value $25,886,333.

    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 291,701 shares
    Change vs previous 13F -4,122 shares

    0.37% of the 13F portfolio, value $25,898,496.

    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 295,823 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $26,964,265.

    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).