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Disclosery

CHOREO, LLC: XLU position timeline

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

CHOREO, LLC held 49,937 XLU 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 49,937 shares
    Change vs previous 13F -766 shares

    0.02% of the 13F portfolio, value $2,264,154.

    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 50,703 shares
    Change vs previous 13F +4,261 shares

    0.03% of the 13F portfolio, value $2,326,760.

    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 46,442 shares
    Change vs previous 13F +23,228 shares

    0.03% of the 13F portfolio, value $1,995,235.

    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 23,214 shares
    Change vs previous 13F +551 shares

    0.03% of the 13F portfolio, value $2,024,433.

    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 22,663 shares
    Change vs previous 13F +16,300 shares

    0.03% of the 13F portfolio, value $1,850,662.

    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 6,363 shares
    Change vs previous 13F +1,084 shares

    0.01% of the 13F portfolio, value $501,714.

    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 5,279 shares
    Change vs previous 13F +113 shares

    0.01% of the 13F portfolio, value $399,835.

    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 5,166 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $420,637.

    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).