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Chevy Chase Trust Holdings, LLC: CHD position timeline

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

Chevy Chase Trust Holdings, LLC held 129,821 CHD 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 129,821 shares
    Change vs previous 13F -2,201 shares

    0.03% of the 13F portfolio, value $12,577,058.

    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 132,022 shares
    Change vs previous 13F -2,548 shares

    0.04% of the 13F portfolio, value $12,320,293.

    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 134,570 shares
    Change vs previous 13F +2,694 shares

    0.03% of the 13F portfolio, value $11,283,695.

    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 131,876 shares
    Change vs previous 13F -5,758 shares

    0.03% of the 13F portfolio, value $11,556,295.

    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 137,634 shares
    Change vs previous 13F +1,085 shares

    0.04% of the 13F portfolio, value $13,228,004.

    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 136,549 shares
    Change vs previous 13F +436 shares

    0.05% of the 13F portfolio, value $15,032,680.

    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 136,113 shares
    Change vs previous 13F -2,712 shares

    0.04% of the 13F portfolio, value $14,252,392.

    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 138,825 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $14,537,755.

    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).