Skip to content
Disclosery

Chesapeake Wealth Management: XLU position timeline

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

Chesapeake Wealth Management held 22,431 XLU 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 22,431 shares
    Change vs previous 13F -75 shares

    0.29% of the 13F portfolio, value $1,017,021.

    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 22,506 shares
    Change vs previous 13F -764 shares

    0.32% of the 13F portfolio, value $1,032,800.

    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 23,270 shares
    Change vs previous 13F +12,317 shares

    0.3% of the 13F portfolio, value $993,395.

    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 10,953 shares
    Change vs previous 13F +270 shares

    0.29% of the 13F portfolio, value $955,210.

    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 10,683 shares
    Change vs previous 13F -448 shares

    0.29% of the 13F portfolio, value $872,373.

    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 11,131 shares
    Change vs previous 13F -214 shares

    0.31% of the 13F portfolio, value $877,679.

    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 11,345 shares
    Change vs previous 13F -3 shares

    0.29% of the 13F portfolio, value $858,703.

    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 11,348 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $916,691.

    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).