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Disclosery

Chevy Chase Trust Holdings, LLC: YOU position timeline

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

Chevy Chase Trust Holdings, LLC held 154,946 YOU 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 154,946 shares
    Change vs previous 13F -1,320 shares

    0.02% of the 13F portfolio, value $8,635,141.

    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 156,266 shares
    Change vs previous 13F -43,416 shares

    0.02% of the 13F portfolio, value $7,564,837.

    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 199,682 shares
    Change vs previous 13F -6,027 shares

    0.02% of the 13F portfolio, value $7,004,845.

    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 205,709 shares
    Change vs previous 13F -2,226 shares

    0.02% of the 13F portfolio, value $6,866,566.

    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 207,935 shares
    Change vs previous 13F +2,986 shares

    0.02% of the 13F portfolio, value $5,772,276.

    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 204,949 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,310,229.

    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).