Heritage Wealth Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Chesapeake Financial by Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
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 $10k 412 24.27
2022-06-30 $11k 412 26.70
2022-03-31 $12k 412 29.13
2021-12-31 $12k 412 29.13
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

More positions owned by Heritage Wealth Advisors

IShares S&P 500 Index Etf (IVV)
Vanguard Short-Term Infl-Prot Secs ETF Etf (VTIP)
iShares Core MSCI EAFE Etf (IEFA)
Microsoft Corporation (MSFT)
iShares Core S&P Total US Stock Mkt Etf (ITOT)
Apple (AAPL)
Merck & Co (MRK)
Alphabet Inc. Class C Cap Stk Cl C (GOOG)
iShares Russell Midcap Value Etf (IWS)
SPDR S&P 500 Index Etf (SPY)
UnitedHealth (UNH)
Berkshire Hathaway Cl B CL B (BRK.B)
Raytheon Technologies Corp (RTX)
Brookfield Corp Cl A Ltd Vt Sh (BN)
MasterCard Incorporated (MA)

View all positions for Heritage Wealth Advisors

Top funds holding Chesapeake Financial

Old Point Trust & Financial Services N A
Heritage Wealth Advisors

View all funds holding Chesapeake Financial