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Chevy Chase Trust Holdings, LLC: D position timeline

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

Chevy Chase Trust Holdings, LLC held 433,245 D 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 433,245 shares
    Change vs previous 13F +9,325 shares

    0.08% of the 13F portfolio, value $29,586,301.

    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 423,920 shares
    Change vs previous 13F -13,347 shares

    0.08% of the 13F portfolio, value $26,206,735.

    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 437,267 shares
    Change vs previous 13F -2,338 shares

    0.07% of the 13F portfolio, value $25,619,474.

    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 439,605 shares
    Change vs previous 13F -14,095 shares

    0.07% of the 13F portfolio, value $26,890,638.

    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 453,700 shares
    Change vs previous 13F +9,674 shares

    0.07% of the 13F portfolio, value $25,643,124.

    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 444,026 shares
    Change vs previous 13F -750 shares

    0.08% of the 13F portfolio, value $24,896,538.

    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 444,776 shares
    Change vs previous 13F -8,886 shares

    0.07% of the 13F portfolio, value $23,955,635.

    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 453,662 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $26,217,127.

    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).