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Chevy Chase Trust Holdings, LLC: SEIC position timeline

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

Chevy Chase Trust Holdings, LLC held 71,582 SEIC 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 71,582 shares
    Change vs previous 13F -669 shares

    0.02% of the 13F portfolio, value $6,278,457.

    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 72,251 shares
    Change vs previous 13F -3,743 shares

    0.02% of the 13F portfolio, value $5,669,536.

    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 75,994 shares
    Change vs previous 13F -2,241 shares

    0.02% of the 13F portfolio, value $6,233,028.

    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 78,235 shares
    Change vs previous 13F -817 shares

    0.02% of the 13F portfolio, value $6,638,240.

    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 79,052 shares
    Change vs previous 13F +1,109 shares

    0.02% of the 13F portfolio, value $7,103,613.

    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 77,943 shares
    Change vs previous 13F -234 shares

    0.02% of the 13F portfolio, value $6,050,715.

    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 78,177 shares
    Change vs previous 13F -1,513 shares

    0.02% of the 13F portfolio, value $6,448,039.

    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 79,690 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,513,751.

    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).