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Chesapeake Wealth Management: VCSH position timeline

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

Chesapeake Wealth Management held 153,501 VCSH 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 153,501 shares
    Change vs previous 13F +10,280 shares

    3.4% of the 13F portfolio, value $12,131,183.

    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 143,221 shares
    Change vs previous 13F +1,368 shares

    3.49% of the 13F portfolio, value $11,353,128.

    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 141,853 shares
    Change vs previous 13F +5,001 shares

    3.37% of the 13F portfolio, value $11,309,939.

    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 136,852 shares
    Change vs previous 13F +6,312 shares

    3.34% of the 13F portfolio, value $10,938,580.

    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 130,540 shares
    Change vs previous 13F +2,419 shares

    3.46% of the 13F portfolio, value $10,377,929.

    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 128,121 shares
    Change vs previous 13F +5,778 shares

    3.61% of the 13F portfolio, value $10,113,871.

    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 122,343 shares
    Change vs previous 13F +3,372 shares

    3.27% of the 13F portfolio, value $9,543,977.

    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 118,971 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $9,448,676.

    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).