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Disclosery

Chevy Chase Trust Holdings, LLC: UL position timeline

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

Chevy Chase Trust Holdings, LLC held 589,797 UL 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 589,797 shares
    Change vs previous 13F +1,078 shares

    0.09% of the 13F portfolio, value $35,458,585.

    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 588,719 shares
    Change vs previous 13F +33,016 shares

    0.1% of the 13F portfolio, value $33,539,322.

    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 555,703 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $36,342,976.

    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).