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Chevy Chase Trust Holdings, LLC: BAX position timeline

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

Chevy Chase Trust Holdings, LLC held 249,704 BAX 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 249,704 shares
    Change vs previous 13F -4,090 shares

    0.01% of the 13F portfolio, value $5,323,689.

    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 253,794 shares
    Change vs previous 13F -6,830 shares

    0.01% of the 13F portfolio, value $4,263,739.

    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 260,624 shares
    Change vs previous 13F -1,501 shares

    0.01% of the 13F portfolio, value $4,980,525.

    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 262,125 shares
    Change vs previous 13F -8,933 shares

    0.02% of the 13F portfolio, value $5,968,586.

    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 271,058 shares
    Change vs previous 13F +3,279 shares

    0.02% of the 13F portfolio, value $8,207,636.

    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 267,779 shares
    Change vs previous 13F -155 shares

    0.03% of the 13F portfolio, value $9,166,075.

    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 267,934 shares
    Change vs previous 13F -5,625 shares

    0.02% of the 13F portfolio, value $7,812,955.

    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 273,559 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,387,035.

    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).