SEC 13F Intelligence

CPKFChesapeake Financial Shares Inc

CUSIP 16517A109 · Yahoo Finance ↗ · Google Finance ↗

Chesapeake Financial Shares Inc (CPKF) has 2 institutional holders in Filings Flow’s 13F database, together reporting 178.9K shares worth $6M as of Q1 2026. The largest reported holders are Cutler Capital Management, LLC, Heritage Wealth Advisors, and Salomon & Ludwin, LLC.

Institutional Holders
2
Q1 2026
Reported Value
$6M
Ticker
CPKF
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 2Q4 ’18Q1 ’19: 3Q2 ’19: 5Q2 ’19Q3 ’19: 5Q2 ’21: 3Q2 ’21Q4 ’21: 2Q4 ’22: 2Q4 ’22Q4 ’25: 3Q1 ’26: 2Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $4MQ4 ’18Q1 ’19: $3MQ2 ’19: $12MQ2 ’19Q3 ’19: $4MQ2 ’21: $16MQ2 ’21Q4 ’21: $17MQ4 ’22: $3MQ4 ’22Q4 ’25: $5MQ1 ’26: $6MQ1 ’26filingsflow.com

Holders

Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
Cutler Capital Management, LLC$370M AUM1.54%$6M178.5KQ1 2026
Heritage Wealth Advisors$2.6B AUM0.00%$13,180412Q1 2026
Salomon & Ludwin, LLC$1.1B AUM0.00%$2,56691Q4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.