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Chevy Chase Trust Holdings, LLC: ISMD position timeline

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

Chevy Chase Trust Holdings, LLC held 31,330 ISMD 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 31,330 shares
    Change vs previous 13F -2,955 shares

    <0.01% of the 13F portfolio, value $1,566,500.

    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 34,285 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,370,371.

    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).