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Disclosery

Chevy Chase Trust Holdings, LLC: XLU position timeline

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

Chevy Chase Trust Holdings, LLC held 59,924 XLU 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 59,924 shares
    Change vs previous 13F -7,706 shares

    0.01% of the 13F portfolio, value $2,716,955.

    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 67,630 shares
    Change vs previous 13F -28,525 shares

    0.01% of the 13F portfolio, value $3,103,541.

    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 96,155 shares
    Change vs previous 13F +53,661 shares

    0.01% of the 13F portfolio, value $4,104,857.

    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 42,494 shares
    Change vs previous 13F -19,143 shares

    0.01% of the 13F portfolio, value $3,705,901.

    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 61,637 shares
    Change vs previous 13F -11,412 shares

    0.01% of the 13F portfolio, value $5,033,278.

    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 73,049 shares
    Change vs previous 13F -4,823 shares

    0.02% of the 13F portfolio, value $5,759,913.

    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 77,872 shares
    Change vs previous 13F +6,512 shares

    0.02% of the 13F portfolio, value $5,894,131.

    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 71,360 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,764,461.

    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).