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Disclosery

Chevy Chase Trust Holdings, LLC: APO position timeline

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

Chevy Chase Trust Holdings, LLC held 222,698 APO 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 222,698 shares
    Change vs previous 13F -6,056 shares

    0.07% of the 13F portfolio, value $26,347,400.

    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 228,754 shares
    Change vs previous 13F -6,750 shares

    0.07% of the 13F portfolio, value $25,487,770.

    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 235,504 shares
    Change vs previous 13F +134 shares

    0.09% of the 13F portfolio, value $34,091,560.

    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 235,370 shares
    Change vs previous 13F -3,790 shares

    0.09% of the 13F portfolio, value $31,367,760.

    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 239,160 shares
    Change vs previous 13F +3,982 shares

    0.1% of the 13F portfolio, value $33,929,629.

    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 235,178 shares
    Change vs previous 13F -143 shares

    0.1% of the 13F portfolio, value $32,205,275.

    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 235,321 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $38,865,616.

    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).