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Chesapeake Financial shares owned by Heritage Wealth Advisors

Quarter-by-quarter ownership of Chesapeake Financial (CPKF) shares owned by Heritage Wealth Advisors from 13F filings

Historical chart of Heritage Wealth Advisors investment in Chesapeake Financial

Tip: Access up to 7 years of quarterly data

All positions including Chesapeake Financial held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Chesapeake Financial by Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.5k 412 18.30
2023-09-30 $7.8k 412 19.00
2023-06-30 $7.9k 412 19.25
2023-03-31 $9.4k 412 22.85
2022-12-31 $8.3k 412 20.12
2022-09-30 $10k 412 24.27
2022-06-30 $11k 412 26.70
2022-03-31 $12k 412 29.13
2021-12-31 $12k 412 29.17
2021-09-30 $12k 412 30.00
2021-06-30 $11k 412 26.89
2021-03-31 $9.8k 412 23.80
2020-12-31 $9.0k 412 21.84
2020-09-30 $8.4k 412 20.29
2020-06-30 $7.0k 3.0k 2.33
2020-03-31 $6.9k 412 16.75
2019-12-31 $9.9k 412 24.00
2019-09-30 $10k 412 24.27
2019-06-30 $9.0k 344 26.18

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iShares Core MSCI EAFE Etf (IEFA)
Microsoft Corporation (MSFT)
iShares Core S&P Total US Stock Mkt Etf (ITOT)
iShares Russell Midcap Value Etf (IWS)
Apple (AAPL)
SPDR S&P 500 Index Etf (SPY)
Merck & Co (MRK)
UnitedHealth (UNH)
Berkshire Hathaway Cl B CL B (BRK.B)
MasterCard Incorporated (MA)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Alphabet Inc. Class C Cap Stk Cl C (GOOG)
Johnson & Johnson (JNJ)

View all positions for Heritage Wealth Advisors

Top funds holding Chesapeake Financial

Heritage Wealth Advisors
Salomon & Ludwin

View all funds holding Chesapeake Financial