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Disclosery

Chesapeake Wealth Management: XLI position timeline

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

Chesapeake Wealth Management held 17,740 XLI 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 17,740 shares
    Change vs previous 13F +379 shares

    0.92% of the 13F portfolio, value $3,285,979.

    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 17,361 shares
    Change vs previous 13F -1,340 shares

    0.86% of the 13F portfolio, value $2,807,793.

    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 18,701 shares
    Change vs previous 13F -176 shares

    0.86% of the 13F portfolio, value $2,900,899.

    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 18,877 shares
    Change vs previous 13F +491 shares

    0.89% of the 13F portfolio, value $2,911,399.

    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 18,386 shares
    Change vs previous 13F -195 shares

    0.9% of the 13F portfolio, value $2,712,302.

    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 18,581 shares
    Change vs previous 13F -231 shares

    0.87% of the 13F portfolio, value $2,435,411.

    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 18,812 shares
    Change vs previous 13F +87 shares

    0.85% of the 13F portfolio, value $2,478,669.

    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 18,725 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $2,536,114.

    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).