Strategic Wealth Management Group, LLC

SEC CIK: 0001750403
Latest filing: Aug 13, 2021

SEC filings (opens in a new tab)

CPK holding history

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

CPK overview All 13F holders of CPK Full Q2 2021 holdings

Shares (Q2 2021): 29,061
Value: $3.50M
% of portfolio: 1.3%
Quarters held: 2; Since Q1 2021

Holdings of CPK by Strategic Wealth Management Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2021	29,061	$3.50M	1.3%	−8,428−22.5%	Reduced	Holders
Q1 2021	37,489	$4.35M	1.7%	–	–	Holders

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