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Disclosery

Chevy Chase Trust Holdings, LLC: TER position timeline

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

Chevy Chase Trust Holdings, LLC held 75,586 TER 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 75,586 shares
    Change vs previous 13F -1,565 shares

    0.09% of the 13F portfolio, value $36,571,530.

    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 77,151 shares
    Change vs previous 13F -21,717 shares

    0.07% of the 13F portfolio, value $22,872,186.

    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 98,868 shares
    Change vs previous 13F -19,713 shares

    0.05% of the 13F portfolio, value $19,136,890.

    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 118,581 shares
    Change vs previous 13F -26,952 shares

    0.04% of the 13F portfolio, value $16,321,488.

    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 145,533 shares
    Change vs previous 13F +175 shares

    0.04% of the 13F portfolio, value $13,086,327.

    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 145,358 shares
    Change vs previous 13F +16,830 shares

    0.04% of the 13F portfolio, value $12,006,571.

    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 128,528 shares
    Change vs previous 13F -2,656 shares

    0.05% of the 13F portfolio, value $16,184,246.

    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 131,184 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $17,569,474.

    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).