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Disclosery

Chevy Chase Trust Holdings, LLC: VLTO position timeline

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

Chevy Chase Trust Holdings, LLC held 125,489 VLTO 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 125,489 shares
    Change vs previous 13F -4,115 shares

    0.03% of the 13F portfolio, value $11,128,364.

    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 129,604 shares
    Change vs previous 13F -4,117 shares

    0.03% of the 13F portfolio, value $11,459,586.

    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 133,721 shares
    Change vs previous 13F -839 shares

    0.04% of the 13F portfolio, value $13,342,681.

    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 134,560 shares
    Change vs previous 13F -3,330 shares

    0.04% of the 13F portfolio, value $14,345,442.

    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 137,890 shares
    Change vs previous 13F +1,148 shares

    0.04% of the 13F portfolio, value $13,919,995.

    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 136,742 shares
    Change vs previous 13F -1,577 shares

    0.04% of the 13F portfolio, value $13,325,508.

    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 138,319 shares
    Change vs previous 13F -3,604 shares

    0.04% of the 13F portfolio, value $14,087,791.

    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 141,923 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $15,875,507.

    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).