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Disclosery

Chesapeake Wealth Management: AVGO position timeline

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

Chesapeake Wealth Management held 12,881 AVGO 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 12,881 shares
    Change vs previous 13F -620 shares

    1.36% of the 13F portfolio, value $4,865,797.

    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 13,501 shares
    Change vs previous 13F -344 shares

    1.28% of the 13F portfolio, value $4,178,694.

    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 13,845 shares
    Change vs previous 13F -60 shares

    1.43% of the 13F portfolio, value $4,791,754.

    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 13,905 shares
    Change vs previous 13F -165 shares

    1.4% of the 13F portfolio, value $4,587,398.

    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 14,070 shares
    Change vs previous 13F -1,215 shares

    1.29% of the 13F portfolio, value $3,878,395.

    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 15,285 shares
    Change vs previous 13F -862 shares

    0.91% of the 13F portfolio, value $2,559,167.

    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 16,147 shares
    Change vs previous 13F -1,249 shares

    1.28% of the 13F portfolio, value $3,743,520.

    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 17,396 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $3,000,810.

    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).