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Chevy Chase Trust Holdings, LLC: ATO position timeline

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

Chevy Chase Trust Holdings, LLC held 521,671 ATO 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 521,671 shares
    Change vs previous 13F +2,958 shares

    0.23% of the 13F portfolio, value $89,868,318.

    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 518,713 shares
    Change vs previous 13F +13,587 shares

    0.28% of the 13F portfolio, value $95,816,684.

    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 505,126 shares
    Change vs previous 13F +1,662 shares

    0.23% of the 13F portfolio, value $84,674,264.

    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 503,464 shares
    Change vs previous 13F +39,278 shares

    0.24% of the 13F portfolio, value $85,966,443.

    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 464,186 shares
    Change vs previous 13F +78,101 shares

    0.21% of the 13F portfolio, value $71,535,648.

    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 386,085 shares
    Change vs previous 13F +37,097 shares

    0.19% of the 13F portfolio, value $59,681,093.

    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 348,988 shares
    Change vs previous 13F +38,459 shares

    0.15% of the 13F portfolio, value $48,603,604.

    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 310,529 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $43,073,500.

    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).