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Disclosery

Chesapeake Wealth Management: IVV position timeline

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

Chesapeake Wealth Management held 15,939 IVV 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 15,939 shares
    Change vs previous 13F -539 shares

    3.35% of the 13F portfolio, value $11,936,557.

    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 16,478 shares
    Change vs previous 13F +816 shares

    3.3% of the 13F portfolio, value $10,763,594.

    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 15,662 shares
    Change vs previous 13F +1,568 shares

    3.2% of the 13F portfolio, value $10,727,530.

    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 14,094 shares
    Change vs previous 13F +2,759 shares

    2.88% of the 13F portfolio, value $9,433,114.

    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 11,335 shares
    Change vs previous 13F +114 shares

    2.35% of the 13F portfolio, value $7,037,901.

    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 11,221 shares
    Change vs previous 13F +2,012 shares

    2.25% of the 13F portfolio, value $6,305,079.

    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 9,209 shares
    Change vs previous 13F -172 shares

    1.86% of the 13F portfolio, value $5,421,154.

    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 9,381 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $5,411,148.

    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).