Skip to content
Disclosery

Chesapeake Wealth Management: IWM position timeline

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

Chesapeake Wealth Management held 10,749 IWM 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 10,749 shares
    Change vs previous 13F -564 shares

    0.91% of the 13F portfolio, value $3,229,536.

    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 11,313 shares
    Change vs previous 13F -657 shares

    0.86% of the 13F portfolio, value $2,805,624.

    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 11,970 shares
    Change vs previous 13F -142 shares

    0.88% of the 13F portfolio, value $2,946,535.

    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 12,112 shares
    Change vs previous 13F +34 shares

    0.89% of the 13F portfolio, value $2,930,619.

    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 12,078 shares
    Change vs previous 13F +110 shares

    0.87% of the 13F portfolio, value $2,606,311.

    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 11,968 shares
    Change vs previous 13F -969 shares

    0.85% of the 13F portfolio, value $2,387,496.

    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 12,937 shares
    Change vs previous 13F -67 shares

    0.98% of the 13F portfolio, value $2,858,559.

    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 13,004 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,872,453.

    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).