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Chevy Chase Trust Holdings, LLC: DHR position timeline

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

Chevy Chase Trust Holdings, LLC held 349,659 DHR 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 349,659 shares
    Change vs previous 13F -8,365 shares

    0.17% of the 13F portfolio, value $66,603,045.

    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 358,024 shares
    Change vs previous 13F -10,460 shares

    0.2% of the 13F portfolio, value $67,881,351.

    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 368,484 shares
    Change vs previous 13F -5,258 shares

    0.23% of the 13F portfolio, value $84,353,357.

    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 373,742 shares
    Change vs previous 13F -13,710 shares

    0.2% of the 13F portfolio, value $74,098,089.

    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 387,452 shares
    Change vs previous 13F -1,746 shares

    0.22% of the 13F portfolio, value $76,537,269.

    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 389,198 shares
    Change vs previous 13F -5,340 shares

    0.26% of the 13F portfolio, value $79,785,590.

    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 394,538 shares
    Change vs previous 13F -7,649 shares

    0.28% of the 13F portfolio, value $90,566,198.

    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 402,187 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $111,816,029.

    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).