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Disclosery

Chevy Chase Trust Holdings, LLC: IR position timeline

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

Chevy Chase Trust Holdings, LLC held 171,944 IR 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 171,944 shares
    Change vs previous 13F -3,398 shares

    0.04% of the 13F portfolio, value $14,097,689.

    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 175,342 shares
    Change vs previous 13F -6,953 shares

    0.04% of the 13F portfolio, value $14,048,401.

    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 182,295 shares
    Change vs previous 13F -2,288 shares

    0.04% of the 13F portfolio, value $14,441,410.

    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 184,583 shares
    Change vs previous 13F -28,627 shares

    0.04% of the 13F portfolio, value $15,250,247.

    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 213,210 shares
    Change vs previous 13F +1,919 shares

    0.05% of the 13F portfolio, value $17,734,809.

    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 211,291 shares
    Change vs previous 13F -202 shares

    0.05% of the 13F portfolio, value $16,909,619.

    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 211,493 shares
    Change vs previous 13F -4,855 shares

    0.06% of the 13F portfolio, value $19,131,657.

    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 216,348 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $21,236,720.

    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).