Skip to content
Disclosery

Chevy Chase Trust Holdings, LLC: CMS position timeline

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

Chevy Chase Trust Holdings, LLC held 149,230 CMS 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 149,230 shares
    Change vs previous 13F -1,725 shares

    0.03% of the 13F portfolio, value $11,416,096.

    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 150,955 shares
    Change vs previous 13F -3,334 shares

    0.03% of the 13F portfolio, value $11,711,089.

    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 154,289 shares
    Change vs previous 13F +1,524 shares

    0.03% of the 13F portfolio, value $10,789,430.

    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 152,765 shares
    Change vs previous 13F -5,231 shares

    0.03% of the 13F portfolio, value $11,191,563.

    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 157,996 shares
    Change vs previous 13F +1,291 shares

    0.03% of the 13F portfolio, value $10,945,963.

    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 156,705 shares
    Change vs previous 13F -83 shares

    0.04% of the 13F portfolio, value $11,770,112.

    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 156,788 shares
    Change vs previous 13F -3,378 shares

    0.03% of the 13F portfolio, value $10,449,920.

    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 160,166 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,312,524.

    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).