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Disclosery

Chesapeake Wealth Management: XLF position timeline

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

Chesapeake Wealth Management held 65,197 XLF 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 65,197 shares
    Change vs previous 13F +2,354 shares

    0.98% of the 13F portfolio, value $3,495,211.

    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 62,843 shares
    Change vs previous 13F -3,961 shares

    0.95% of the 13F portfolio, value $3,102,558.

    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 66,804 shares
    Change vs previous 13F +224 shares

    1.09% of the 13F portfolio, value $3,658,855.

    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 66,580 shares
    Change vs previous 13F +3,035 shares

    1.09% of the 13F portfolio, value $3,586,664.

    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 63,545 shares
    Change vs previous 13F +5,649 shares

    1.11% of the 13F portfolio, value $3,327,851.

    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 57,896 shares
    Change vs previous 13F -1,153 shares

    1.03% of the 13F portfolio, value $2,883,799.

    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 59,049 shares
    Change vs previous 13F -1,570 shares

    0.98% of the 13F portfolio, value $2,853,838.

    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 60,619 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,747,253.

    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).