Skip to content
Disclosery

Chevy Chase Trust Holdings, LLC: EXC position timeline

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

Chevy Chase Trust Holdings, LLC held 494,934 EXC 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 494,934 shares
    Change vs previous 13F -9,880 shares

    0.06% of the 13F portfolio, value $23,073,823.

    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 504,814 shares
    Change vs previous 13F -8,315 shares

    0.07% of the 13F portfolio, value $24,745,982.

    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 513,129 shares
    Change vs previous 13F -3,583 shares

    0.06% of the 13F portfolio, value $22,367,293.

    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 516,712 shares
    Change vs previous 13F -18,517 shares

    0.06% of the 13F portfolio, value $23,257,208.

    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 535,229 shares
    Change vs previous 13F +6,844 shares

    0.07% of the 13F portfolio, value $23,239,643.

    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 528,385 shares
    Change vs previous 13F -68 shares

    0.08% of the 13F portfolio, value $24,347,981.

    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 528,453 shares
    Change vs previous 13F -8,815 shares

    0.06% of the 13F portfolio, value $19,890,971.

    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 537,268 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $21,786,218.

    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).