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Chevy Chase Trust Holdings, LLC: ZBH position timeline

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

Chevy Chase Trust Holdings, LLC held 94,529 ZBH 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 94,529 shares
    Change vs previous 13F -4,214 shares

    0.02% of the 13F portfolio, value $8,138,002.

    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 98,743 shares
    Change vs previous 13F -2,945 shares

    0.03% of the 13F portfolio, value $8,928,342.

    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 101,688 shares
    Change vs previous 13F -620 shares

    0.02% of the 13F portfolio, value $9,143,785.

    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 102,308 shares
    Change vs previous 13F -3,305 shares

    0.03% of the 13F portfolio, value $10,077,340.

    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 105,613 shares
    Change vs previous 13F +99 shares

    0.03% of the 13F portfolio, value $9,632,962.

    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 105,514 shares
    Change vs previous 13F -1,074 shares

    0.04% of the 13F portfolio, value $11,942,074.

    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 106,588 shares
    Change vs previous 13F -4,725 shares

    0.03% of the 13F portfolio, value $11,258,890.

    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 111,313 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $12,016,239.

    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).