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Chevy Chase Trust Holdings, LLC: CDNA position timeline

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

Chevy Chase Trust Holdings, LLC held 1,437,416 CDNA 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 1,437,416 shares
    Change vs previous 13F -66,659 shares

    0.11% of the 13F portfolio, value $40,966,358.

    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 1,504,075 shares
    Change vs previous 13F +422,733 shares

    0.08% of the 13F portfolio, value $26,110,741.

    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 1,081,342 shares
    Change vs previous 13F +337,591 shares

    0.06% of the 13F portfolio, value $20,372,484.

    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 743,751 shares
    Change vs previous 13F +231,202 shares

    0.03% of the 13F portfolio, value $10,814,140.

    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 512,549 shares
    Change vs previous 13F -22,792 shares

    0.03% of the 13F portfolio, value $10,015,207.

    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 535,341 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,502,304.

    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).