Skip to content
Disclosery

Chevy Chase Trust Holdings, LLC: SWKS position timeline

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

Chevy Chase Trust Holdings, LLC held 72,622 SWKS 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 72,622 shares
    Change vs previous 13F -1,459 shares

    0.01% of the 13F portfolio, value $4,923,772.

    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 74,081 shares
    Change vs previous 13F -1,299 shares

    0.01% of the 13F portfolio, value $3,967,038.

    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 75,380 shares
    Change vs previous 13F -370 shares

    0.01% of the 13F portfolio, value $4,779,845.

    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 75,750 shares
    Change vs previous 13F -3,548 shares

    0.02% of the 13F portfolio, value $5,831,235.

    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 79,298 shares
    Change vs previous 13F -5,004 shares

    0.02% of the 13F portfolio, value $5,909,287.

    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 84,302 shares
    Change vs previous 13F +491 shares

    0.02% of the 13F portfolio, value $5,448,438.

    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 83,811 shares
    Change vs previous 13F -1,822 shares

    0.02% of the 13F portfolio, value $7,432,359.

    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 85,633 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $8,457,971.

    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).