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Disclosery

CHOREO, LLC: XLE position timeline

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

CHOREO, LLC held 69,587 XLE 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 69,587 shares
    Change vs previous 13F +1,214 shares

    0.04% of the 13F portfolio, value $3,695,758.

    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 68,373 shares
    Change vs previous 13F -1,647 shares

    0.05% of the 13F portfolio, value $4,188,517.

    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 70,020 shares
    Change vs previous 13F +32,118 shares

    0.04% of the 13F portfolio, value $3,148,098.

    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 37,902 shares
    Change vs previous 13F -1,197 shares

    0.04% of the 13F portfolio, value $3,386,176.

    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 39,099 shares
    Change vs previous 13F +7,555 shares

    0.05% of the 13F portfolio, value $3,315,987.

    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 31,544 shares
    Change vs previous 13F -1,772 shares

    0.05% of the 13F portfolio, value $2,947,809.

    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 33,316 shares
    Change vs previous 13F -4,065 shares

    0.04% of the 13F portfolio, value $2,844,892.

    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 37,381 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,356,803.

    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).