Skip to content
Disclosery

Chevy Chase Trust Holdings, LLC: XLI position timeline

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

Chevy Chase Trust Holdings, LLC held 54,303 XLI 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 54,303 shares
    Change vs previous 13F +17,560 shares

    0.03% of the 13F portfolio, value $10,058,546.

    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 36,743 shares
    Change vs previous 13F -30,457 shares

    0.02% of the 13F portfolio, value $5,942,446.

    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 67,200 shares
    Change vs previous 13F +23,413 shares

    0.03% of the 13F portfolio, value $10,424,064.

    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 43,787 shares
    Change vs previous 13F -18,134 shares

    0.02% of the 13F portfolio, value $6,753,270.

    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 61,921 shares
    Change vs previous 13F -3,031 shares

    0.03% of the 13F portfolio, value $9,134,586.

    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 64,952 shares
    Change vs previous 13F -4,524 shares

    0.03% of the 13F portfolio, value $8,513,258.

    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 69,476 shares
    Change vs previous 13F -5,391 shares

    0.03% of the 13F portfolio, value $9,154,157.

    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 74,867 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,139,987.

    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).