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Disclosery

Chevy Chase Trust Holdings, LLC: MSCI position timeline

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

Chevy Chase Trust Holdings, LLC held 41,135 MSCI 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 41,135 shares
    Change vs previous 13F -2,005 shares

    0.06% of the 13F portfolio, value $23,037,245.

    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 43,140 shares
    Change vs previous 13F -5,553 shares

    0.07% of the 13F portfolio, value $23,252,891.

    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 48,693 shares
    Change vs previous 13F -5,118 shares

    0.08% of the 13F portfolio, value $27,936,634.

    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 53,811 shares
    Change vs previous 13F -12,888 shares

    0.08% of the 13F portfolio, value $30,532,899.

    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 66,699 shares
    Change vs previous 13F -55,079 shares

    0.11% of the 13F portfolio, value $38,468,070.

    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 121,778 shares
    Change vs previous 13F -31,912 shares

    0.22% of the 13F portfolio, value $68,865,676.

    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 153,690 shares
    Change vs previous 13F -6,555 shares

    0.28% of the 13F portfolio, value $92,215,596.

    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 160,245 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $93,411,469.

    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).