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Disclosery

Chevy Chase Trust Holdings, LLC: CI position timeline

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

Chevy Chase Trust Holdings, LLC held 128,267 CI 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 128,267 shares
    Change vs previous 13F -2,119 shares

    0.09% of the 13F portfolio, value $35,360,647.

    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 130,386 shares
    Change vs previous 13F -5,644 shares

    0.1% of the 13F portfolio, value $34,780,466.

    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 136,030 shares
    Change vs previous 13F -796 shares

    0.1% of the 13F portfolio, value $37,439,537.

    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 136,826 shares
    Change vs previous 13F -5,738 shares

    0.11% of the 13F portfolio, value $39,440,095.

    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 142,564 shares
    Change vs previous 13F -2,399 shares

    0.14% of the 13F portfolio, value $47,128,807.

    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 144,963 shares
    Change vs previous 13F -2,402 shares

    0.15% of the 13F portfolio, value $47,692,827.

    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 147,365 shares
    Change vs previous 13F -3,854 shares

    0.12% of the 13F portfolio, value $40,693,371.

    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 151,219 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $52,388,310.

    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).