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Disclosery

Chesapeake Wealth Management: XLC position timeline

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

Chesapeake Wealth Management held 30,181 XLC 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 30,181 shares
    Change vs previous 13F +769 shares

    0.91% of the 13F portfolio, value $3,233,290.

    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 29,412 shares
    Change vs previous 13F -776 shares

    1% of the 13F portfolio, value $3,260,613.

    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 30,188 shares
    Change vs previous 13F +1,506 shares

    1.06% of the 13F portfolio, value $3,553,731.

    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 28,682 shares
    Change vs previous 13F +1,098 shares

    1.04% of the 13F portfolio, value $3,395,087.

    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 27,584 shares
    Change vs previous 13F +1,771 shares

    1% of the 13F portfolio, value $2,993,691.

    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 25,813 shares
    Change vs previous 13F -1,210 shares

    0.89% of the 13F portfolio, value $2,489,663.

    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 27,023 shares
    Change vs previous 13F -1,030 shares

    0.9% of the 13F portfolio, value $2,616,096.

    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 28,053 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $2,535,991.

    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).