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Disclosery

Chevy Chase Trust Holdings, LLC: AIZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chevy Chase Trust Holdings, LLC on AIZ, newest first. How the timeline and the estimate are built.

Chevy Chase Trust Holdings, LLC held 23,974 AIZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,974 shares
    Change vs previous 13F -871 shares

    0.02% of the 13F portfolio, value $6,437,739.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, 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 24,845 shares
    Change vs previous 13F -546 shares

    0.02% of the 13F portfolio, value $5,411,489.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, 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 25,391 shares
    Change vs previous 13F -360 shares

    0.02% of the 13F portfolio, value $6,115,423.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, 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 25,751 shares
    Change vs previous 13F -1,030 shares

    0.02% of the 13F portfolio, value $5,577,666.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, 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 26,781 shares
    Change vs previous 13F -116 shares

    0.02% of the 13F portfolio, value $5,288,980.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, 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 26,897 shares
    Change vs previous 13F -17 shares

    0.02% of the 13F portfolio, value $5,641,646.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, 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 26,914 shares
    Change vs previous 13F -856 shares

    0.02% of the 13F portfolio, value $5,738,603.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, 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 27,770 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,522,342.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).