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Disclosery

Chevy Chase Trust Holdings, LLC: OTIS position timeline

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

Chevy Chase Trust Holdings, LLC held 186,707 OTIS 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 186,707 shares
    Change vs previous 13F -6,277 shares

    0.03% of the 13F portfolio, value $13,368,221.

    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 192,984 shares
    Change vs previous 13F -7,561 shares

    0.04% of the 13F portfolio, value $14,875,206.

    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 200,545 shares
    Change vs previous 13F -1,039 shares

    0.05% of the 13F portfolio, value $17,517,606.

    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 201,584 shares
    Change vs previous 13F -8,285 shares

    0.05% of the 13F portfolio, value $18,430,826.

    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 209,869 shares
    Change vs previous 13F +489 shares

    0.06% of the 13F portfolio, value $20,781,229.

    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 209,380 shares
    Change vs previous 13F -1,724 shares

    0.07% of the 13F portfolio, value $21,608,016.

    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 211,104 shares
    Change vs previous 13F -5,190 shares

    0.06% of the 13F portfolio, value $19,550,342.

    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 216,294 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $22,481,598.

    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).