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Disclosery

Chesapeake Wealth Management: IWR position timeline

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

Chesapeake Wealth Management held 70,111 IWR 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 70,111 shares
    Change vs previous 13F +869 shares

    2.17% of the 13F portfolio, value $7,734,644.

    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 69,242 shares
    Change vs previous 13F -972 shares

    2.07% of the 13F portfolio, value $6,732,399.

    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 70,214 shares
    Change vs previous 13F +1,051 shares

    2.01% of the 13F portfolio, value $6,759,501.

    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 69,163 shares
    Change vs previous 13F +2,037 shares

    2.04% of the 13F portfolio, value $6,677,686.

    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 67,126 shares
    Change vs previous 13F +786 shares

    2.06% of the 13F portfolio, value $6,173,577.

    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 66,340 shares
    Change vs previous 13F -3,144 shares

    2.01% of the 13F portfolio, value $5,643,543.

    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 69,484 shares
    Change vs previous 13F -352 shares

    2.11% of the 13F portfolio, value $6,142,384.

    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 69,836 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $6,155,344.

    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).