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Disclosery

Chesapeake Wealth Management: LQD position timeline

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

Chesapeake Wealth Management held 80,152 LQD 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 80,152 shares
    Change vs previous 13F +5,209 shares

    2.45% of the 13F portfolio, value $8,742,178.

    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 74,943 shares
    Change vs previous 13F +1,831 shares

    2.51% of the 13F portfolio, value $8,168,037.

    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 73,112 shares
    Change vs previous 13F +2,666 shares

    2.4% of the 13F portfolio, value $8,056,210.

    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 70,446 shares
    Change vs previous 13F +8,332 shares

    2.4% of the 13F portfolio, value $7,852,614.

    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 62,114 shares
    Change vs previous 13F +445 shares

    2.27% of the 13F portfolio, value $6,808,314.

    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 61,669 shares
    Change vs previous 13F +1,592 shares

    2.39% of the 13F portfolio, value $6,702,803.

    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 60,077 shares
    Change vs previous 13F +3,222 shares

    2.2% of the 13F portfolio, value $6,418,625.

    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 56,855 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $6,423,477.

    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).