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Disclosery

Chesapeake Wealth Management: MSFT position timeline

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

Chesapeake Wealth Management held 28,489 MSFT 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 28,489 shares
    Change vs previous 13F +286 shares

    2.98% of the 13F portfolio, value $10,626,966.

    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 28,203 shares
    Change vs previous 13F -219 shares

    3.21% of the 13F portfolio, value $10,439,903.

    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 28,422 shares
    Change vs previous 13F +57 shares

    4.09% of the 13F portfolio, value $13,745,447.

    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 28,365 shares
    Change vs previous 13F -177 shares

    4.48% of the 13F portfolio, value $14,691,651.

    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 28,542 shares
    Change vs previous 13F -367 shares

    4.74% of the 13F portfolio, value $14,197,424.

    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 28,909 shares
    Change vs previous 13F -557 shares

    3.87% of the 13F portfolio, value $10,852,411.

    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 29,466 shares
    Change vs previous 13F -667 shares

    4.26% of the 13F portfolio, value $12,420,016.

    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 30,133 shares
    Change vs previous 13F not available

    4.42% of the 13F portfolio, value $12,966,329.

    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).