Position in CPK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,041
-$129 QoQ
Shares Held
33
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#300
of 331 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CPK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Aventura Private Wealth, LLC holds $26,459 across 2 Utilities - Regulated Gas names. CPK ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPH |
Suburban Propane Partners LP
|
1,311 | $22,418 | |
| 2 | CPK |
Chesapeake Utilities Corp
This page
|
33 | $4,041 |
All Filings in CPK
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,041 | 33 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,170 | 33 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,117 | 33 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $4,444 | 33 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||