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Disclosery

Chevy Chase Trust Holdings, LLC: PH position timeline

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

Chevy Chase Trust Holdings, LLC held 61,329 PH 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 61,329 shares
    Change vs previous 13F -1,265 shares

    0.15% of the 13F portfolio, value $59,987,122.

    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 62,594 shares
    Change vs previous 13F -1,804 shares

    0.16% of the 13F portfolio, value $56,036,653.

    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 64,398 shares
    Change vs previous 13F -1,056 shares

    0.15% of the 13F portfolio, value $56,603,266.

    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 65,454 shares
    Change vs previous 13F -2,281 shares

    0.14% of the 13F portfolio, value $49,623,950.

    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 67,735 shares
    Change vs previous 13F -40 shares

    0.14% of the 13F portfolio, value $47,310,866.

    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 67,775 shares
    Change vs previous 13F -22 shares

    0.13% of the 13F portfolio, value $41,197,033.

    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 67,797 shares
    Change vs previous 13F -1,372 shares

    0.13% of the 13F portfolio, value $43,120,927.

    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 69,169 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $43,702,357.

    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).