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Disclosery

Chevy Chase Trust Holdings, LLC: UPS position timeline

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

Chevy Chase Trust Holdings, LLC held 372,289 UPS 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 372,289 shares
    Change vs previous 13F -3,943 shares

    0.1% of the 13F portfolio, value $40,021,068.

    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 376,232 shares
    Change vs previous 13F -10,615 shares

    0.11% of the 13F portfolio, value $37,013,705.

    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 386,847 shares
    Change vs previous 13F -5,491 shares

    0.1% of the 13F portfolio, value $38,371,354.

    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 392,338 shares
    Change vs previous 13F -11,923 shares

    0.09% of the 13F portfolio, value $32,771,993.

    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 404,261 shares
    Change vs previous 13F +18,660 shares

    0.12% of the 13F portfolio, value $40,806,105.

    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 385,601 shares
    Change vs previous 13F -92 shares

    0.14% of the 13F portfolio, value $42,412,255.

    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 385,693 shares
    Change vs previous 13F -8,644 shares

    0.15% of the 13F portfolio, value $48,635,888.

    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 394,337 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $53,763,906.

    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).