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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

CPK holding history

Chesapeake Utilities Corp in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CPK overviewAll 13F holders of CPKFull Q2 2026 holdings

Shares (Q2 2026)
15
Value
$1.84K
% of portfolio
<0.1%
Quarters held
4
Since Q1 2025
Holdings of CPK by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615$1.84K<0.1%+15NewHolders
Q4 20250$00.0%−2,250−100.0%Sold outHolders
Q3 20252,250$303.1K<0.1%00.0%UnchangedHolders
Q2 20252,250$270.5K<0.1%00.0%UnchangedHolders
Q1 20252,250$289.0K<0.1%+2,250NewHolders