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Disclosery

Chesapeake Wealth Management: XLP position timeline

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

Chesapeake Wealth Management held 17,978 XLP 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 17,978 shares
    Change vs previous 13F +195 shares

    0.42% of the 13F portfolio, value $1,493,432.

    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 17,783 shares
    Change vs previous 13F -1,101 shares

    0.45% of the 13F portfolio, value $1,457,850.

    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 18,884 shares
    Change vs previous 13F -25 shares

    0.44% of the 13F portfolio, value $1,466,909.

    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 18,909 shares
    Change vs previous 13F +907 shares

    0.45% of the 13F portfolio, value $1,481,898.

    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 18,002 shares
    Change vs previous 13F -31 shares

    0.49% of the 13F portfolio, value $1,457,621.

    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 18,033 shares
    Change vs previous 13F -934 shares

    0.53% of the 13F portfolio, value $1,472,755.

    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 18,967 shares
    Change vs previous 13F -394 shares

    0.51% of the 13F portfolio, value $1,490,995.

    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 19,361 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,606,963.

    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).