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Disclosery

Chevy Chase Trust Holdings, LLC: SMCI position timeline

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

Chevy Chase Trust Holdings, LLC held 271,795 SMCI 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 271,795 shares
    Change vs previous 13F +23,921 shares

    0.02% of the 13F portfolio, value $7,971,747.

    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 247,874 shares
    Change vs previous 13F -6,382 shares

    0.02% of the 13F portfolio, value $5,644,091.

    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 254,256 shares
    Change vs previous 13F -1,626 shares

    0.02% of the 13F portfolio, value $7,442,073.

    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 255,882 shares
    Change vs previous 13F -15,222 shares

    0.03% of the 13F portfolio, value $12,266,983.

    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 271,104 shares
    Change vs previous 13F +6,997 shares

    0.04% of the 13F portfolio, value $13,286,807.

    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 264,107 shares
    Change vs previous 13F -402 shares

    0.03% of the 13F portfolio, value $9,043,023.

    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 264,509 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,062,235.

    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).