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Chevy Chase Trust Holdings, LLC: ESS position timeline

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

Chevy Chase Trust Holdings, LLC held 31,030 ESS 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 31,030 shares
    Change vs previous 13F -717 shares

    0.02% of the 13F portfolio, value $9,048,037.

    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 31,747 shares
    Change vs previous 13F -906 shares

    0.02% of the 13F portfolio, value $7,682,774.

    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 32,653 shares
    Change vs previous 13F -216 shares

    0.02% of the 13F portfolio, value $8,544,638.

    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 32,869 shares
    Change vs previous 13F -1,166 shares

    0.02% of the 13F portfolio, value $8,797,716.

    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 34,035 shares
    Change vs previous 13F +330 shares

    0.03% of the 13F portfolio, value $9,645,519.

    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 33,705 shares
    Change vs previous 13F -19 shares

    0.03% of the 13F portfolio, value $10,332,942.

    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 33,724 shares
    Change vs previous 13F -710 shares

    0.03% of the 13F portfolio, value $9,626,179.

    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 34,434 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,172,493.

    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).