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Disclosery

Chevy Chase Trust Holdings, LLC: IEX position timeline

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

Chevy Chase Trust Holdings, LLC held 35,912 IEX 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 35,912 shares
    Change vs previous 13F -1,237 shares

    0.02% of the 13F portfolio, value $8,150,228.

    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 37,149 shares
    Change vs previous 13F -800 shares

    0.02% of the 13F portfolio, value $7,041,593.

    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 37,949 shares
    Change vs previous 13F -473 shares

    0.02% of the 13F portfolio, value $6,752,645.

    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 38,422 shares
    Change vs previous 13F -1,482 shares

    0.02% of the 13F portfolio, value $6,253,564.

    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 39,904 shares
    Change vs previous 13F +191 shares

    0.02% of the 13F portfolio, value $7,005,945.

    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 39,713 shares
    Change vs previous 13F -24 shares

    0.02% of the 13F portfolio, value $7,186,862.

    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 39,737 shares
    Change vs previous 13F -851 shares

    0.03% of the 13F portfolio, value $8,316,557.

    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 40,588 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $8,706,126.

    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).