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Disclosery

Chesapeake Wealth Management: XLRE position timeline

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

Chesapeake Wealth Management held 14,312 XLRE 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 14,312 shares
    Change vs previous 13F -1,550 shares

    0.18% of the 13F portfolio, value $630,156.

    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 15,862 shares
    Change vs previous 13F -2,923 shares

    0.2% of the 13F portfolio, value $647,644.

    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 18,785 shares
    Change vs previous 13F +38 shares

    0.23% of the 13F portfolio, value $757,974.

    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 18,747 shares
    Change vs previous 13F +303 shares

    0.24% of the 13F portfolio, value $789,810.

    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 18,444 shares
    Change vs previous 13F -1,016 shares

    0.25% of the 13F portfolio, value $763,950.

    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 19,460 shares
    Change vs previous 13F +2,478 shares

    0.29% of the 13F portfolio, value $814,401.

    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 16,982 shares
    Change vs previous 13F +7,441 shares

    0.24% of the 13F portfolio, value $690,657.

    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 9,541 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $426,196.

    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).