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Chevy Chase Trust Holdings, LLC: MLM position timeline

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

Chevy Chase Trust Holdings, LLC held 30,294 MLM 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 30,294 shares
    Change vs previous 13F -646 shares

    0.05% of the 13F portfolio, value $17,470,550.

    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 30,940 shares
    Change vs previous 13F -896 shares

    0.05% of the 13F portfolio, value $18,213,760.

    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 31,836 shares
    Change vs previous 13F -139 shares

    0.05% of the 13F portfolio, value $19,823,004.

    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 31,975 shares
    Change vs previous 13F -1,065 shares

    0.06% of the 13F portfolio, value $20,153,202.

    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 33,040 shares
    Change vs previous 13F -210 shares

    0.05% of the 13F portfolio, value $18,137,638.

    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 33,250 shares
    Change vs previous 13F -68 shares

    0.05% of the 13F portfolio, value $15,897,822.

    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 33,318 shares
    Change vs previous 13F -694 shares

    0.05% of the 13F portfolio, value $17,208,747.

    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 34,012 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $18,306,959.

    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).