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Disclosery

Chevy Chase Trust Holdings, LLC: LH position timeline

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

Chevy Chase Trust Holdings, LLC held 42,677 LH 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 42,677 shares
    Change vs previous 13F -1,741 shares

    0.03% of the 13F portfolio, value $11,949,560.

    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 44,418 shares
    Change vs previous 13F -1,190 shares

    0.03% of the 13F portfolio, value $11,851,166.

    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 45,608 shares
    Change vs previous 13F -399 shares

    0.03% of the 13F portfolio, value $11,442,135.

    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 46,007 shares
    Change vs previous 13F -1,951 shares

    0.04% of the 13F portfolio, value $13,206,770.

    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 47,958 shares
    Change vs previous 13F +393 shares

    0.04% of the 13F portfolio, value $12,589,455.

    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 47,565 shares
    Change vs previous 13F -308 shares

    0.04% of the 13F portfolio, value $11,070,279.

    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 47,873 shares
    Change vs previous 13F -1,252 shares

    0.03% of the 13F portfolio, value $10,978,235.

    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 49,125 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,978,456.

    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).