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Disclosery

Chesapeake Wealth Management: IWV position timeline

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

Chesapeake Wealth Management held 9,714 IWV 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 9,714 shares
    Change vs previous 13F -606 shares

    1.16% of the 13F portfolio, value $4,142,048.

    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 10,320 shares
    Change vs previous 13F -99 shares

    1.17% of the 13F portfolio, value $3,825,417.

    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 10,419 shares
    Change vs previous 13F -190 shares

    1.2% of the 13F portfolio, value $4,030,589.

    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 10,609 shares
    Change vs previous 13F -535 shares

    1.23% of the 13F portfolio, value $4,020,174.

    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 11,144 shares
    Change vs previous 13F -504 shares

    1.3% of the 13F portfolio, value $3,911,544.

    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 11,648 shares
    Change vs previous 13F -417 shares

    1.32% of the 13F portfolio, value $3,699,870.

    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 12,065 shares
    Change vs previous 13F -949 shares

    1.38% of the 13F portfolio, value $4,032,725.

    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 13,014 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $4,252,064.

    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).