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Disclosery

Chesapeake Wealth Management: XLK position timeline

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

Chesapeake Wealth Management held 77,961 XLK 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 77,961 shares
    Change vs previous 13F -2,140 shares

    4.17% of the 13F portfolio, value $14,853,129.

    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 80,101 shares
    Change vs previous 13F -1,378 shares

    3.27% of the 13F portfolio, value $10,645,422.

    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 81,479 shares
    Change vs previous 13F +42,735 shares

    3.49% of the 13F portfolio, value $11,730,530.

    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 38,744 shares
    Change vs previous 13F +1,922 shares

    3.33% of the 13F portfolio, value $10,920,383.

    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 36,822 shares
    Change vs previous 13F -521 shares

    3.11% of the 13F portfolio, value $9,324,434.

    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 37,343 shares
    Change vs previous 13F -169 shares

    2.75% of the 13F portfolio, value $7,710,582.

    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 37,512 shares
    Change vs previous 13F -761 shares

    2.99% of the 13F portfolio, value $8,722,289.

    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 38,273 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $8,640,512.

    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).