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Livermore
Livermore
ZHEN

Core Wealth Management, Inc.

SEC CIK
0001965150
Latest filing
Jul 29, 2026

CPK holding history

Chesapeake Utilities Corp in every 13F filed by Core Wealth Management, Inc., 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q4 2022
Holdings of CPK by Core Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−2,069−100.0%Sold outHolders
Q4 20242,069$251.1K0.1%00.0%UnchangedHolders
Q3 20242,069$219.7K0.1%00.0%UnchangedHolders
Q2 20242,069$219.7K0.1%00.0%UnchangedHolders
Q1 20242,069$222.0K0.1%00.0%UnchangedHolders
Q4 20232,069$218.5K0.1%00.0%UnchangedHolders
Q3 20232,069$202.2K0.1%00.0%UnchangedHolders
Q2 20232,069$246.2K0.1%00.0%UnchangedHolders
Q1 20232,069$264.8K0.1%00.0%UnchangedHolders
Q4 20222,069$244.5K0.1%–No prior filingHolders