Skip to content

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

  1. period ended2026-06-30
    13F 3,066 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,067 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,096 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,076 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,034 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,890 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,996 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,064 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).