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Chevy Chase Trust Holdings, LLC: BRK-B position timeline

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

Chevy Chase Trust Holdings, LLC held 1,313,109 BRK-B 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 1,313,109 shares
    Change vs previous 13F -23,658 shares

    1.69% of the 13F portfolio, value $657,066,613.

    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 1,336,767 shares
    Change vs previous 13F -36,239 shares

    1.85% of the 13F portfolio, value $640,578,747.

    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 1,373,006 shares
    Change vs previous 13F -12,362 shares

    1.86% of the 13F portfolio, value $690,141,466.

    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 1,385,368 shares
    Change vs previous 13F -26,053 shares

    1.92% of the 13F portfolio, value $696,479,908.

    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 1,411,421 shares
    Change vs previous 13F -2,173 shares

    1.99% of the 13F portfolio, value $685,625,980.

    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 1,413,594 shares
    Change vs previous 13F -14,032 shares

    2.41% of the 13F portfolio, value $752,851,893.

    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 1,427,626 shares
    Change vs previous 13F -14,170 shares

    1.97% of the 13F portfolio, value $647,114,313.

    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 1,441,796 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $663,601,027.

    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).