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Disclosery

Chevy Chase Trust Holdings, LLC: URI position timeline

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

Chevy Chase Trust Holdings, LLC held 30,789 URI 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 30,789 shares
    Change vs previous 13F -781 shares

    0.09% of the 13F portfolio, value $34,880,551.

    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 31,570 shares
    Change vs previous 13F -1,509 shares

    0.07% of the 13F portfolio, value $23,000,639.

    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 33,079 shares
    Change vs previous 13F -95 shares

    0.07% of the 13F portfolio, value $26,771,496.

    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 33,174 shares
    Change vs previous 13F -1,471 shares

    0.09% of the 13F portfolio, value $31,669,891.

    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 34,645 shares
    Change vs previous 13F +203 shares

    0.08% of the 13F portfolio, value $26,101,542.

    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 34,442 shares
    Change vs previous 13F +4 shares

    0.07% of the 13F portfolio, value $21,584,801.

    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 34,438 shares
    Change vs previous 13F -1,267 shares

    0.07% of the 13F portfolio, value $24,259,505.

    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 35,705 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $28,911,409.

    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).