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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

CPKF holding history

Chesapeake Financial Shares Inc in every 13F filed by Heritage Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CPKF overviewAll 13F holders of CPKFFull Q2 2026 holdings

Shares (Q2 2026)
412
Value
$14.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CPKF by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026412$14.8K<0.1%00.0%UnchangedHolders
Q1 2026412$13.2K<0.1%00.0%UnchangedHolders
Q4 2025412$11.6K<0.1%00.0%UnchangedHolders
Q3 2025412$8.92K<0.1%00.0%UnchangedHolders
Q2 2025412$8.59K<0.1%00.0%UnchangedHolders
Q1 2025412$7.89K<0.1%00.0%UnchangedHolders
Q4 2024412$7.94K<0.1%00.0%UnchangedHolders
Q3 2024412$7.95K<0.1%00.0%UnchangedHolders
Q2 2024412$6.98K<0.1%00.0%UnchangedHolders
Q1 2024412$7.29K<0.1%00.0%UnchangedHolders
Q4 2023412$7.54K<0.1%00.0%UnchangedHolders
Q3 2023412$7.83K<0.1%00.0%UnchangedHolders
Q2 2023412$7.93K<0.1%00.0%UnchangedHolders
Q1 2023412$9.41K<0.1%00.0%UnchangedHolders
Q4 2022412$8.29K<0.1%00.0%UnchangedHolders
Q3 2022412$9.81K<0.1%00.0%UnchangedHolders
Q2 2022412$11.0K<0.1%00.0%UnchangedHolders
Q1 2022412$12.0K<0.1%00.0%UnchangedHolders
Q4 2021412$12.0K<0.1%00.0%UnchangedHolders
Q3 2021412$12.4K<0.1%00.0%UnchangedHolders
Q2 2021412$11.1K<0.1%00.0%UnchangedHolders
Q1 2021412$9.81K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.