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Disclosery

Chevy Chase Trust Holdings, LLC: DRI position timeline

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

Chevy Chase Trust Holdings, LLC held 56,123 DRI 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 56,123 shares
    Change vs previous 13F -1,399 shares

    0.03% of the 13F portfolio, value $11,561,899.

    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 57,522 shares
    Change vs previous 13F -2,290 shares

    0.03% of the 13F portfolio, value $11,276,612.

    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 59,812 shares
    Change vs previous 13F -808 shares

    0.03% of the 13F portfolio, value $11,006,605.

    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 60,620 shares
    Change vs previous 13F -2,084 shares

    0.03% of the 13F portfolio, value $11,539,623.

    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 62,704 shares
    Change vs previous 13F +372 shares

    0.04% of the 13F portfolio, value $13,667,591.

    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 62,332 shares
    Change vs previous 13F -219 shares

    0.04% of the 13F portfolio, value $12,950,097.

    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 62,551 shares
    Change vs previous 13F -1,764 shares

    0.04% of the 13F portfolio, value $11,677,646.

    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 64,315 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,556,021.

    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).