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Chevy Chase Trust Holdings, LLC: TAP position timeline

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

Chevy Chase Trust Holdings, LLC held 77,463 TAP 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 77,463 shares
    Change vs previous 13F -5,944 shares

    0.01% of the 13F portfolio, value $3,017,958.

    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 83,407 shares
    Change vs previous 13F -2,430 shares

    0.01% of the 13F portfolio, value $3,591,506.

    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 85,837 shares
    Change vs previous 13F -610 shares

    0.01% of the 13F portfolio, value $4,006,871.

    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 86,447 shares
    Change vs previous 13F -4,178 shares

    0.01% of the 13F portfolio, value $3,911,728.

    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 90,625 shares
    Change vs previous 13F +328 shares

    0.01% of the 13F portfolio, value $4,358,157.

    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 90,297 shares
    Change vs previous 13F -1,363 shares

    0.02% of the 13F portfolio, value $5,496,378.

    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 91,660 shares
    Change vs previous 13F -2,537 shares

    0.02% of the 13F portfolio, value $5,253,951.

    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 94,197 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,418,211.

    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).