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Disclosery

Chevy Chase Trust Holdings, LLC: PI position timeline

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

Chevy Chase Trust Holdings, LLC held 737,138 PI 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 737,138 shares
    Change vs previous 13F +8,743 shares

    0.27% of the 13F portfolio, value $105,580,275.

    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 728,395 shares
    Change vs previous 13F +46,480 shares

    0.22% of the 13F portfolio, value $74,806,166.

    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 681,915 shares
    Change vs previous 13F -9,379 shares

    0.32% of the 13F portfolio, value $118,660,027.

    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 691,294 shares
    Change vs previous 13F -48,787 shares

    0.34% of the 13F portfolio, value $124,951,391.

    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 740,081 shares
    Change vs previous 13F +8,126 shares

    0.24% of the 13F portfolio, value $82,200,796.

    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 731,955 shares
    Change vs previous 13F -82,588 shares

    0.21% of the 13F portfolio, value $66,388,318.

    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 814,543 shares
    Change vs previous 13F -43,800 shares

    0.36% of the 13F portfolio, value $118,320,516.

    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 858,343 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $185,848,426.

    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).