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Disclosery

Chevy Chase Trust Holdings, LLC: IVZ position timeline

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

Chevy Chase Trust Holdings, LLC held 214,040 IVZ 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 214,040 shares
    Change vs previous 13F -4,694 shares

    0.01% of the 13F portfolio, value $5,648,516.

    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 218,734 shares
    Change vs previous 13F -6,973 shares

    0.02% of the 13F portfolio, value $5,313,049.

    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 225,707 shares
    Change vs previous 13F -1,891 shares

    0.02% of the 13F portfolio, value $5,929,323.

    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 227,598 shares
    Change vs previous 13F -8,799 shares

    0.01% of the 13F portfolio, value $5,221,098.

    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 236,397 shares
    Change vs previous 13F +1,441 shares

    0.01% of the 13F portfolio, value $3,727,981.

    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 234,956 shares
    Change vs previous 13F -890 shares

    0.01% of the 13F portfolio, value $3,564,283.

    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 235,846 shares
    Change vs previous 13F -5,425 shares

    0.01% of the 13F portfolio, value $4,122,588.

    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 241,271 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,236,719.

    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).