Skip to content
Disclosery

Chevy Chase Trust Holdings, LLC: HWM position timeline

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

Chevy Chase Trust Holdings, LLC held 193,211 HWM 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 193,211 shares
    Change vs previous 13F -4,309 shares

    0.13% of the 13F portfolio, value $51,946,710.

    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 197,520 shares
    Change vs previous 13F -6,514 shares

    0.13% of the 13F portfolio, value $45,520,460.

    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 204,034 shares
    Change vs previous 13F -1,949 shares

    0.11% of the 13F portfolio, value $41,831,051.

    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 205,983 shares
    Change vs previous 13F -7,302 shares

    0.11% of the 13F portfolio, value $40,420,043.

    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 213,285 shares
    Change vs previous 13F +870 shares

    0.12% of the 13F portfolio, value $39,698,738.

    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 212,415 shares
    Change vs previous 13F -773 shares

    0.09% of the 13F portfolio, value $27,556,598.

    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 213,188 shares
    Change vs previous 13F -5,664 shares

    0.07% of the 13F portfolio, value $23,316,372.

    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 218,852 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $21,939,913.

    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).