Chevy Chase Trust Holdings, LLC: MO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chevy Chase Trust Holdings, LLC on MO, newest first. How the timeline and the estimate are built.
Chevy Chase Trust Holdings, LLC held 832,838 MO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 832,838 sharesChange vs previous 13F -19,771 shares
0.15% of the 13F portfolio, value $59,922,693.
13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 852,609 sharesChange vs previous 13F -25,498 shares
0.16% of the 13F portfolio, value $56,263,668.
13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 878,107 sharesChange vs previous 13F -7,422 shares
0.14% of the 13F portfolio, value $50,631,650.
13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 885,529 sharesChange vs previous 13F -33,656 shares
0.16% of the 13F portfolio, value $58,498,046.
13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 919,185 sharesChange vs previous 13F +4,636 shares
0.16% of the 13F portfolio, value $53,891,816.
13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 914,549 sharesChange vs previous 13F +18,653 shares
0.18% of the 13F portfolio, value $54,891,231.
13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 895,896 sharesChange vs previous 13F -26,081 shares
0.14% of the 13F portfolio, value $46,846,401.
13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 921,977 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $47,057,706.
13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).