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Disclosery

Chevy Chase Trust Holdings, LLC: LII position timeline

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

Chevy Chase Trust Holdings, LLC held 15,505 LII 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 15,505 shares
    Change vs previous 13F -428 shares

    0.02% of the 13F portfolio, value $8,883,589.

    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 15,933 shares
    Change vs previous 13F -459 shares

    0.02% of the 13F portfolio, value $7,394,983.

    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 16,392 shares
    Change vs previous 13F -130 shares

    0.02% of the 13F portfolio, value $7,959,627.

    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 16,522 shares
    Change vs previous 13F -559 shares

    0.02% of the 13F portfolio, value $8,746,086.

    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 17,081 shares
    Change vs previous 13F +77 shares

    0.03% of the 13F portfolio, value $9,791,513.

    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 17,004 shares
    Change vs previous 13F -31 shares

    0.03% of the 13F portfolio, value $9,536,353.

    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 17,035 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,379,425.

    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).