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Disclosery

CHOREO, LLC: ZION position timeline

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

CHOREO, LLC held 9,755 ZION 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 9,755 shares
    Change vs previous 13F -51 shares

    0.01% of the 13F portfolio, value $674,960.

    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 9,806 shares
    Change vs previous 13F -3,956 shares

    0.01% of the 13F portfolio, value $565,022.

    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 13,762 shares
    Change vs previous 13F -570 shares

    0.01% of the 13F portfolio, value $807,829.

    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 14,332 shares
    Change vs previous 13F +1,559 shares

    0.01% of the 13F portfolio, value $810,905.

    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 12,773 shares
    Change vs previous 13F +6,426 shares

    0.01% of the 13F portfolio, value $663,413.

    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 6,347 shares
    Change vs previous 13F -5,732 shares

    <0.01% of the 13F portfolio, value $316,461.

    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 12,079 shares
    Change vs previous 13F +5,513 shares

    0.01% of the 13F portfolio, value $656,020.

    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 6,566 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $299,432.

    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).