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
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Quarterly reported holdings in Chesapeake Financial by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.9k | 412 | 21.65 |
| 2025-06-30 | $8.6k | 412 | 20.85 |
| 2025-03-31 | $7.9k | 412 | 19.15 |
| 2024-12-31 | $7.9k | 412 | 19.28 |
| 2024-09-30 | $8.0k | 412 | 19.30 |
| 2024-06-30 | $7.0k | 412 | 16.94 |
| 2024-03-31 | $7.3k | 412 | 17.70 |
| 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 | $9.8k | 412 | 23.82 |
| 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 | $9.0k | 412 | 21.84 |
| 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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