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Disclosery

Chevy Chase Trust Holdings, LLC: SWK position timeline

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

Chevy Chase Trust Holdings, LLC held 75,061 SWK 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 75,061 shares
    Change vs previous 13F -1,243 shares

    0.02% of the 13F portfolio, value $7,064,741.

    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 76,304 shares
    Change vs previous 13F -2,224 shares

    0.02% of the 13F portfolio, value $5,422,162.

    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 78,528 shares
    Change vs previous 13F -470 shares

    0.02% of the 13F portfolio, value $5,833,060.

    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 78,998 shares
    Change vs previous 13F -2,720 shares

    0.02% of the 13F portfolio, value $5,871,922.

    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 81,718 shares
    Change vs previous 13F +865 shares

    0.02% of the 13F portfolio, value $5,536,394.

    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 80,853 shares
    Change vs previous 13F -46 shares

    0.02% of the 13F portfolio, value $6,215,979.

    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 80,899 shares
    Change vs previous 13F -2,346 shares

    0.02% of the 13F portfolio, value $6,495,380.

    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 83,245 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,167,772.

    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).