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Disclosery

Chesapeake Wealth Management: IYJ position timeline

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

Chesapeake Wealth Management held 1,261 IYJ 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 1,261 shares
    Change vs previous 13F -674 shares

    0.06% of the 13F portfolio, value $210,145.

    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 1,935 shares
    Change vs previous 13F -115 shares

    0.09% of the 13F portfolio, value $285,488.

    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 2,050 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $303,747.

    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 2,050 shares
    Change vs previous 13F +29 shares

    0.09% of the 13F portfolio, value $299,042.

    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 2,021 shares
    Change vs previous 13F +60 shares

    0.1% of the 13F portfolio, value $287,607.

    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 1,961 shares
    Change vs previous 13F -1,032 shares

    0.09% of the 13F portfolio, value $255,282.

    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 2,993 shares
    Change vs previous 13F -15 shares

    0.14% of the 13F portfolio, value $399,624.

    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 3,008 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $402,078.

    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).