Skip to content
Disclosery

Chevy Chase Trust Holdings, LLC: WAT position timeline

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

Chevy Chase Trust Holdings, LLC held 48,133 WAT 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 48,133 shares
    Change vs previous 13F -1,195 shares

    0.05% of the 13F portfolio, value $18,051,801.

    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 49,328 shares
    Change vs previous 13F +18,752 shares

    0.04% of the 13F portfolio, value $14,689,877.

    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 30,576 shares
    Change vs previous 13F -192 shares

    0.03% of the 13F portfolio, value $11,613,683.

    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 30,768 shares
    Change vs previous 13F -1,054 shares

    0.03% of the 13F portfolio, value $9,224,555.

    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 31,822 shares
    Change vs previous 13F +292 shares

    0.03% of the 13F portfolio, value $11,107,151.

    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 31,530 shares
    Change vs previous 13F -18 shares

    0.04% of the 13F portfolio, value $11,621,011.

    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 31,548 shares
    Change vs previous 13F -674 shares

    0.04% of the 13F portfolio, value $11,703,677.

    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 32,222 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $11,596,375.

    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).