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Disclosery

Chevy Chase Trust Holdings, LLC: SW position timeline

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

Chevy Chase Trust Holdings, LLC held 258,645 SW 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 258,645 shares
    Change vs previous 13F -4,271 shares

    0.03% of the 13F portfolio, value $11,964,918.

    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 262,916 shares
    Change vs previous 13F -1,831 shares

    0.03% of the 13F portfolio, value $10,477,203.

    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 264,747 shares
    Change vs previous 13F -1,719 shares

    0.03% of the 13F portfolio, value $10,237,766.

    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 266,466 shares
    Change vs previous 13F +4,528 shares

    0.03% of the 13F portfolio, value $11,343,458.

    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 261,938 shares
    Change vs previous 13F +2,636 shares

    0.03% of the 13F portfolio, value $11,302,625.

    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 259,302 shares
    Change vs previous 13F -4 shares

    0.04% of the 13F portfolio, value $11,684,148.

    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 259,306 shares
    Change vs previous 13F -5,228 shares

    0.04% of the 13F portfolio, value $13,966,222.

    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 264,534 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $13,073,270.

    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).