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Chevy Chase Trust Holdings, LLC: IRM position timeline

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

Chevy Chase Trust Holdings, LLC held 143,663 IRM 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 143,663 shares
    Change vs previous 13F -2,079 shares

    0.05% of the 13F portfolio, value $18,146,073.

    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 145,742 shares
    Change vs previous 13F -4,120 shares

    0.04% of the 13F portfolio, value $14,886,088.

    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 149,862 shares
    Change vs previous 13F -869 shares

    0.03% of the 13F portfolio, value $12,431,053.

    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 150,731 shares
    Change vs previous 13F -5,109 shares

    0.04% of the 13F portfolio, value $15,365,518.

    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 155,840 shares
    Change vs previous 13F +1,787 shares

    0.05% of the 13F portfolio, value $15,984,509.

    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 154,053 shares
    Change vs previous 13F +58 shares

    0.04% of the 13F portfolio, value $13,254,720.

    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 153,995 shares
    Change vs previous 13F -3,284 shares

    0.05% of the 13F portfolio, value $16,186,415.

    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 157,279 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $18,689,464.

    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).