Chesapeake Wealth Management: SHW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chesapeake Wealth Management on SHW, newest first. How the timeline and the estimate are built.
Chesapeake Wealth Management held 3,066 SHW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 3,066 sharesChange vs previous 13F -1 shares
0.3% of the 13F portfolio, value $1,055,685.
13F-HR 0001730383-26-000003 filed by Chesapeake Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,067 sharesChange vs previous 13F -29 shares
0.3% of the 13F portfolio, value $983,126.
13F-HR 0001730383-26-000002 filed by Chesapeake Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,096 sharesChange vs previous 13F +20 shares
0.3% of the 13F portfolio, value $1,003,196.
13F-HR 0001730383-26-000001 filed by Chesapeake Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,076 sharesChange vs previous 13F +42 shares
0.32% of the 13F portfolio, value $1,065,095.
13F-HR 0001730383-25-000006 filed by Chesapeake Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,034 sharesChange vs previous 13F +144 shares
0.35% of the 13F portfolio, value $1,041,753.
13F-HR 0001730383-25-000003 filed by Chesapeake Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,890 sharesChange vs previous 13F -106 shares
0.36% of the 13F portfolio, value $1,009,158.
13F-HR 0001730383-25-000002 filed by Chesapeake Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,996 sharesChange vs previous 13F -68 shares
0.35% of the 13F portfolio, value $1,018,429.
13F-HR 0001730383-25-000001 filed by Chesapeake Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,064 sharesChange vs previous 13F not available
0.4% of the 13F portfolio, value $1,169,436.
13F-HR 0001730383-24-000004 filed by Chesapeake Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).