Skip to content
Disclosery

Chevy Chase Trust Holdings, LLC: CB position timeline

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

Chevy Chase Trust Holdings, LLC held 177,416 CB 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 177,416 shares
    Change vs previous 13F -4,926 shares

    0.16% of the 13F portfolio, value $60,452,728.

    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 182,342 shares
    Change vs previous 13F -7,043 shares

    0.17% of the 13F portfolio, value $59,430,728.

    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 189,385 shares
    Change vs previous 13F -3,051 shares

    0.16% of the 13F portfolio, value $59,110,846.

    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 192,436 shares
    Change vs previous 13F -7,611 shares

    0.15% of the 13F portfolio, value $54,315,062.

    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 200,047 shares
    Change vs previous 13F +1,310 shares

    0.17% of the 13F portfolio, value $57,957,617.

    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 198,737 shares
    Change vs previous 13F -1,356 shares

    0.19% of the 13F portfolio, value $60,016,587.

    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 200,093 shares
    Change vs previous 13F -4,707 shares

    0.17% of the 13F portfolio, value $55,285,696.

    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 204,800 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $59,062,272.

    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).