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Disclosery

Chevy Chase Trust Holdings, LLC: CHTR position timeline

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

Chevy Chase Trust Holdings, LLC held 40,419 CHTR 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 40,419 shares
    Change vs previous 13F -2,039 shares

    0.01% of the 13F portfolio, value $5,747,987.

    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 42,458 shares
    Change vs previous 13F -2,196 shares

    0.03% of the 13F portfolio, value $9,165,833.

    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 44,654 shares
    Change vs previous 13F -2,784 shares

    0.03% of the 13F portfolio, value $9,321,524.

    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 47,438 shares
    Change vs previous 13F -3,165 shares

    0.04% of the 13F portfolio, value $13,050,440.

    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 50,603 shares
    Change vs previous 13F -208 shares

    0.06% of the 13F portfolio, value $20,687,012.

    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 50,811 shares
    Change vs previous 13F -79 shares

    0.06% of the 13F portfolio, value $18,725,378.

    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 50,890 shares
    Change vs previous 13F -1,895 shares

    0.05% of the 13F portfolio, value $17,443,566.

    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 52,785 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $17,106,563.

    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).