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Disclosery

Chevy Chase Trust Holdings, LLC: EVRG position timeline

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

Chevy Chase Trust Holdings, LLC held 111,393 EVRG 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 111,393 shares
    Change vs previous 13F -2,136 shares

    0.02% of the 13F portfolio, value $9,627,697.

    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 113,529 shares
    Change vs previous 13F -3,328 shares

    0.03% of the 13F portfolio, value $9,300,296.

    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 116,857 shares
    Change vs previous 13F -758 shares

    0.02% of the 13F portfolio, value $8,470,964.

    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 117,615 shares
    Change vs previous 13F -4,075 shares

    0.02% of the 13F portfolio, value $8,941,092.

    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 121,690 shares
    Change vs previous 13F +1,078 shares

    0.02% of the 13F portfolio, value $8,388,091.

    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 120,612 shares
    Change vs previous 13F -70 shares

    0.03% of the 13F portfolio, value $8,316,197.

    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 120,682 shares
    Change vs previous 13F -2,611 shares

    0.02% of the 13F portfolio, value $7,427,977.

    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 123,293 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,645,399.

    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).