Skip to content
Disclosery

Chevy Chase Trust Holdings, LLC: IVE position timeline

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

Chevy Chase Trust Holdings, LLC held 6,509 IVE 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 6,509 shares
    Change vs previous 13F +1,263 shares

    <0.01% of the 13F portfolio, value $1,477,934.

    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 5,246 shares
    Change vs previous 13F -228 shares

    <0.01% of the 13F portfolio, value $1,107,693.

    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 5,474 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,160,871.

    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 5,474 shares
    Change vs previous 13F -95 shares

    <0.01% of the 13F portfolio, value $1,130,436.

    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 5,569 shares
    Change vs previous 13F +214 shares

    <0.01% of the 13F portfolio, value $1,088,294.

    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 5,355 shares
    Change vs previous 13F -350 shares

    <0.01% of the 13F portfolio, value $1,020,556.

    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 5,705 shares
    Change vs previous 13F -2,015 shares

    <0.01% of the 13F portfolio, value $1,088,971.

    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 7,720 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,522,152.

    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).