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Disclosery

Chevy Chase Trust Holdings, LLC: WTW position timeline

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

Chevy Chase Trust Holdings, LLC held 45,626 WTW 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 45,626 shares
    Change vs previous 13F -1,238 shares

    0.03% of the 13F portfolio, value $11,925,268.

    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 46,864 shares
    Change vs previous 13F -1,704 shares

    0.04% of the 13F portfolio, value $13,623,365.

    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 48,568 shares
    Change vs previous 13F -1,240 shares

    0.04% of the 13F portfolio, value $15,959,445.

    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 49,808 shares
    Change vs previous 13F -2,584 shares

    0.05% of the 13F portfolio, value $17,206,173.

    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 52,392 shares
    Change vs previous 13F +24 shares

    0.05% of the 13F portfolio, value $16,058,149.

    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 52,368 shares
    Change vs previous 13F -518 shares

    0.06% of the 13F portfolio, value $17,697,766.

    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 52,886 shares
    Change vs previous 13F -1,591 shares

    0.05% of the 13F portfolio, value $16,566,011.

    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 54,477 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $16,045,111.

    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).