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Disclosery

Chesapeake Wealth Management: XLV position timeline

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

Chesapeake Wealth Management held 19,061 XLV 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 19,061 shares
    Change vs previous 13F +960 shares

    0.85% of the 13F portfolio, value $3,024,217.

    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 18,101 shares
    Change vs previous 13F -820 shares

    0.81% of the 13F portfolio, value $2,653,787.

    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 18,921 shares
    Change vs previous 13F -626 shares

    0.87% of the 13F portfolio, value $2,928,970.

    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 19,547 shares
    Change vs previous 13F +356 shares

    0.83% of the 13F portfolio, value $2,720,355.

    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 19,191 shares
    Change vs previous 13F +1,181 shares

    0.86% of the 13F portfolio, value $2,586,754.

    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 18,010 shares
    Change vs previous 13F -767 shares

    0.94% of the 13F portfolio, value $2,629,640.

    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 18,777 shares
    Change vs previous 13F -713 shares

    0.89% of the 13F portfolio, value $2,583,151.

    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 19,490 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $3,001,849.

    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).