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Disclosery

Chesapeake Wealth Management: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chesapeake Wealth Management on AGG, newest first. How the timeline and the estimate are built.

Chesapeake Wealth Management held 202,075 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 202,075 shares
    Change vs previous 13F +8,124 shares

    5.61% of the 13F portfolio, value $20,001,382.

    13F-HR 0001730383-26-000003 filed by Chesapeake Wealth Management
    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 193,951 shares
    Change vs previous 13F +8,441 shares

    5.91% of the 13F portfolio, value $19,253,515.

    13F-HR 0001730383-26-000002 filed by Chesapeake Wealth Management
    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 185,510 shares
    Change vs previous 13F +10,927 shares

    5.52% of the 13F portfolio, value $18,528,738.

    13F-HR 0001730383-26-000001 filed by Chesapeake Wealth Management
    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 174,583 shares
    Change vs previous 13F +13,690 shares

    5.34% of the 13F portfolio, value $17,501,945.

    13F-HR 0001730383-25-000006 filed by Chesapeake Wealth Management
    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 160,893 shares
    Change vs previous 13F -363 shares

    5.32% of the 13F portfolio, value $15,960,585.

    13F-HR 0001730383-25-000003 filed by Chesapeake Wealth Management
    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 161,256 shares
    Change vs previous 13F +5,904 shares

    5.69% of the 13F portfolio, value $15,951,442.

    13F-HR 0001730383-25-000002 filed by Chesapeake Wealth Management
    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 155,352 shares
    Change vs previous 13F +9,775 shares

    5.16% of the 13F portfolio, value $15,053,608.

    13F-HR 0001730383-25-000001 filed by Chesapeake Wealth Management
    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 145,577 shares
    Change vs previous 13F not available

    5.03% of the 13F portfolio, value $14,742,582.

    13F-HR 0001730383-24-000004 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).