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Disclosery

Chevy Chase Trust Holdings, LLC: IP position timeline

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

Chevy Chase Trust Holdings, LLC held 255,670 IP 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 255,670 shares
    Change vs previous 13F -4,465 shares

    0.03% of the 13F portfolio, value $9,741,027.

    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 260,135 shares
    Change vs previous 13F -7,679 shares

    0.03% of the 13F portfolio, value $9,286,820.

    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 267,814 shares
    Change vs previous 13F -1,739 shares

    0.03% of the 13F portfolio, value $10,549,194.

    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 269,553 shares
    Change vs previous 13F -9,533 shares

    0.03% of the 13F portfolio, value $12,507,259.

    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 279,086 shares
    Change vs previous 13F +2,313 shares

    0.04% of the 13F portfolio, value $13,069,598.

    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 276,773 shares
    Change vs previous 13F +94,369 shares

    0.05% of the 13F portfolio, value $14,765,840.

    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 182,404 shares
    Change vs previous 13F -3,941 shares

    0.03% of the 13F portfolio, value $9,816,983.

    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 186,345 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,102,953.

    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).