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Chevy Chase Trust Holdings, LLC: CMG position timeline

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

Chevy Chase Trust Holdings, LLC held 624,983 CMG 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 624,983 shares
    Change vs previous 13F -22,846 shares

    0.05% of the 13F portfolio, value $21,249,422.

    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 647,829 shares
    Change vs previous 13F -33,163 shares

    0.06% of the 13F portfolio, value $20,737,007.

    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 680,992 shares
    Change vs previous 13F -13,977 shares

    0.07% of the 13F portfolio, value $25,196,704.

    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 694,969 shares
    Change vs previous 13F -27,478 shares

    0.07% of the 13F portfolio, value $27,235,835.

    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 722,447 shares
    Change vs previous 13F -189 shares

    0.12% of the 13F portfolio, value $40,565,399.

    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 722,636 shares
    Change vs previous 13F -4,216 shares

    0.12% of the 13F portfolio, value $36,283,554.

    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 726,852 shares
    Change vs previous 13F -19,302 shares

    0.13% of the 13F portfolio, value $43,829,177.

    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 746,154 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $42,993,394.

    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).