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Chevy Chase Trust Holdings, LLC: CFG position timeline

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

Chevy Chase Trust Holdings, LLC held 204,182 CFG 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 204,182 shares
    Change vs previous 13F -5,184 shares

    0.04% of the 13F portfolio, value $14,307,032.

    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 209,366 shares
    Change vs previous 13F -8,440 shares

    0.04% of the 13F portfolio, value $12,555,679.

    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 217,806 shares
    Change vs previous 13F -2,332 shares

    0.03% of the 13F portfolio, value $12,722,048.

    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 220,138 shares
    Change vs previous 13F -8,913 shares

    0.03% of the 13F portfolio, value $11,702,536.

    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 229,051 shares
    Change vs previous 13F -208 shares

    0.03% of the 13F portfolio, value $10,250,033.

    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 229,259 shares
    Change vs previous 13F -2,001 shares

    0.03% of the 13F portfolio, value $9,392,741.

    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 231,260 shares
    Change vs previous 13F -9,100 shares

    0.03% of the 13F portfolio, value $10,119,938.

    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 240,360 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,871,586.

    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).