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Chevy Chase Trust Holdings, LLC: EFX position timeline

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

Chevy Chase Trust Holdings, LLC held 57,604 EFX 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 57,604 shares
    Change vs previous 13F -1,810 shares

    0.02% of the 13F portfolio, value $9,142,907.

    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 59,414 shares
    Change vs previous 13F -2,863 shares

    0.03% of the 13F portfolio, value $10,698,679.

    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 62,277 shares
    Change vs previous 13F -1,117 shares

    0.04% of the 13F portfolio, value $13,512,863.

    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 63,394 shares
    Change vs previous 13F -2,422 shares

    0.04% of the 13F portfolio, value $16,262,463.

    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 65,816 shares
    Change vs previous 13F +503 shares

    0.05% of the 13F portfolio, value $17,070,696.

    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 65,313 shares
    Change vs previous 13F -110 shares

    0.05% of the 13F portfolio, value $15,907,635.

    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 65,423 shares
    Change vs previous 13F -1,302 shares

    0.05% of the 13F portfolio, value $16,673,051.

    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 66,725 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $19,607,809.

    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).