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Chevy Chase Trust Holdings, LLC: BKR position timeline

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

Chevy Chase Trust Holdings, LLC held 479,052 BKR 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 479,052 shares
    Change vs previous 13F -7,797 shares

    0.07% of the 13F portfolio, value $26,587,387.

    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 486,849 shares
    Change vs previous 13F -13,480 shares

    0.09% of the 13F portfolio, value $29,722,132.

    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 500,329 shares
    Change vs previous 13F -2,812 shares

    0.06% of the 13F portfolio, value $22,784,983.

    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 503,141 shares
    Change vs previous 13F -20,204 shares

    0.07% of the 13F portfolio, value $24,513,030.

    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 523,345 shares
    Change vs previous 13F +4,042 shares

    0.06% of the 13F portfolio, value $20,065,048.

    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 519,303 shares
    Change vs previous 13F +44 shares

    0.07% of the 13F portfolio, value $22,823,366.

    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 519,259 shares
    Change vs previous 13F -13,397 shares

    0.06% of the 13F portfolio, value $21,300,004.

    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 532,656 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $19,255,514.

    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).