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Chevy Chase Trust Holdings, LLC: NWSA position timeline

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

Chevy Chase Trust Holdings, LLC held 176,185 NWSA 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 176,185 shares
    Change vs previous 13F -6,205 shares

    0.01% of the 13F portfolio, value $4,374,674.

    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 182,390 shares
    Change vs previous 13F -7,469 shares

    0.01% of the 13F portfolio, value $4,546,983.

    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 189,859 shares
    Change vs previous 13F -2,257 shares

    0.01% of the 13F portfolio, value $4,959,117.

    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 192,116 shares
    Change vs previous 13F -7,121 shares

    0.02% of the 13F portfolio, value $5,899,882.

    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 199,237 shares
    Change vs previous 13F +212 shares

    0.02% of the 13F portfolio, value $5,921,323.

    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 199,025 shares
    Change vs previous 13F -561 shares

    0.02% of the 13F portfolio, value $5,417,460.

    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 199,586 shares
    Change vs previous 13F -3,290 shares

    0.02% of the 13F portfolio, value $5,496,598.

    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 202,876 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,402,587.

    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).