Skip to content
Disclosery

CHOREO, LLC: XLY position timeline

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

CHOREO, LLC held 18,391 XLY 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 18,391 shares
    Change vs previous 13F +168 shares

    0.02% of the 13F portfolio, value $2,156,870.

    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 18,223 shares
    Change vs previous 13F -772 shares

    0.02% of the 13F portfolio, value $1,985,915.

    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 18,995 shares
    Change vs previous 13F +9,830 shares

    0.03% of the 13F portfolio, value $2,286,200.

    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 9,165 shares
    Change vs previous 13F +112 shares

    0.03% of the 13F portfolio, value $2,196,311.

    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 9,053 shares
    Change vs previous 13F +5,798 shares

    0.03% of the 13F portfolio, value $1,967,538.

    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 3,255 shares
    Change vs previous 13F +62 shares

    0.01% of the 13F portfolio, value $642,802.

    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 3,193 shares
    Change vs previous 13F +109 shares

    0.01% of the 13F portfolio, value $720,766.

    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 3,084 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $615,353.

    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).