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Disclosery

Chevy Chase Trust Holdings, LLC: WDC position timeline

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

Chevy Chase Trust Holdings, LLC held 166,752 WDC 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 166,752 shares
    Change vs previous 13F -576 shares

    0.27% of the 13F portfolio, value $106,507,837.

    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 167,328 shares
    Change vs previous 13F -6,056 shares

    0.13% of the 13F portfolio, value $45,260,551.

    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 173,384 shares
    Change vs previous 13F -3,668 shares

    0.08% of the 13F portfolio, value $29,868,862.

    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 177,052 shares
    Change vs previous 13F -7,223 shares

    0.06% of the 13F portfolio, value $21,256,863.

    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 184,275 shares
    Change vs previous 13F +1,858 shares

    0.03% of the 13F portfolio, value $11,791,757.

    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 182,417 shares
    Change vs previous 13F +1,006 shares

    0.02% of the 13F portfolio, value $7,375,120.

    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 181,411 shares
    Change vs previous 13F +6,331 shares

    0.03% of the 13F portfolio, value $10,817,538.

    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 175,080 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $11,956,213.

    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).