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Disclosery

Chevy Chase Trust Holdings, LLC: EXE position timeline

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

Chevy Chase Trust Holdings, LLC held 115,507 EXE 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 115,507 shares
    Change vs previous 13F -1,827 shares

    0.03% of the 13F portfolio, value $10,533,083.

    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 117,334 shares
    Change vs previous 13F -3,429 shares

    0.04% of the 13F portfolio, value $12,880,926.

    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 120,763 shares
    Change vs previous 13F -775 shares

    0.04% of the 13F portfolio, value $13,327,405.

    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 121,538 shares
    Change vs previous 13F +7,151 shares

    0.04% of the 13F portfolio, value $12,912,197.

    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 114,387 shares
    Change vs previous 13F +4,095 shares

    0.04% of the 13F portfolio, value $13,376,416.

    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 110,292 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $12,277,706.

    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).