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Disclosery

Chevy Chase Trust Holdings, LLC: PTC position timeline

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

Chevy Chase Trust Holdings, LLC held 55,818 PTC 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 55,818 shares
    Change vs previous 13F -2,805 shares

    0.02% of the 13F portfolio, value $6,341,483.

    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 58,623 shares
    Change vs previous 13F -2,112 shares

    0.02% of the 13F portfolio, value $8,353,192.

    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 60,735 shares
    Change vs previous 13F -400 shares

    0.03% of the 13F portfolio, value $10,580,644.

    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 61,135 shares
    Change vs previous 13F -2,221 shares

    0.03% of the 13F portfolio, value $12,411,628.

    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 63,356 shares
    Change vs previous 13F +252 shares

    0.03% of the 13F portfolio, value $10,918,773.

    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 63,104 shares
    Change vs previous 13F +65 shares

    0.03% of the 13F portfolio, value $9,777,965.

    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 63,039 shares
    Change vs previous 13F -1,371 shares

    0.04% of the 13F portfolio, value $11,590,981.

    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 64,410 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $11,636,311.

    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).