Skip to content
Disclosery

Chevy Chase Trust Holdings, LLC: XLV position timeline

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

Chevy Chase Trust Holdings, LLC held 17,046 XLV 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 17,046 shares
    Change vs previous 13F -5,144 shares

    0.01% of the 13F portfolio, value $2,704,518.

    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 22,190 shares
    Change vs previous 13F +2,528 shares

    0.01% of the 13F portfolio, value $3,253,276.

    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 19,662 shares
    Change vs previous 13F -1,005 shares

    0.01% of the 13F portfolio, value $3,043,678.

    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 20,667 shares
    Change vs previous 13F -23,240 shares

    0.01% of the 13F portfolio, value $2,876,226.

    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 43,907 shares
    Change vs previous 13F -5,014 shares

    0.02% of the 13F portfolio, value $5,918,224.

    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 48,921 shares
    Change vs previous 13F -15,046 shares

    0.02% of the 13F portfolio, value $7,142,955.

    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 63,967 shares
    Change vs previous 13F +25,519 shares

    0.03% of the 13F portfolio, value $8,799,940.

    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 38,448 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,921,761.

    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).