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Chevy Chase Trust Holdings, LLC: K position timeline

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

Chevy Chase Trust Holdings, LLC held 0 K shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -137,815 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 137,815 shares
    Change vs previous 13F -4,798 shares

    0.03% of the 13F portfolio, value $11,303,586.

    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).

  3. period ended2025-06-30
    13F 142,613 shares
    Change vs previous 13F +1,007 shares

    0.03% of the 13F portfolio, value $11,342,012.

    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).

  4. period ended2025-03-31
    13F 141,606 shares
    Change vs previous 13F -182 shares

    0.04% of the 13F portfolio, value $11,681,079.

    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).

  5. period ended2024-12-31
    13F 141,788 shares
    Change vs previous 13F -2,651 shares

    0.03% of the 13F portfolio, value $11,480,575.

    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).

  6. period ended2024-09-30
    13F 144,439 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $11,657,672.

    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).