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Disclosery

Chevy Chase Trust Holdings, LLC: O position timeline

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

Chevy Chase Trust Holdings, LLC held 450,589 O 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 450,589 shares
    Change vs previous 13F -3,036 shares

    0.07% of the 13F portfolio, value $27,918,495.

    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 453,625 shares
    Change vs previous 13F -13,084 shares

    0.08% of the 13F portfolio, value $27,752,777.

    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 466,709 shares
    Change vs previous 13F -206 shares

    0.07% of the 13F portfolio, value $26,308,386.

    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 466,915 shares
    Change vs previous 13F -10,388 shares

    0.08% of the 13F portfolio, value $28,383,763.

    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 477,303 shares
    Change vs previous 13F +17,945 shares

    0.08% of the 13F portfolio, value $27,497,426.

    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 459,358 shares
    Change vs previous 13F -262 shares

    0.09% of the 13F portfolio, value $26,647,358.

    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 459,620 shares
    Change vs previous 13F -9,013 shares

    0.07% of the 13F portfolio, value $24,548,305.

    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 468,633 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $29,720,706.

    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).