Heritage Wealth Advisors
Position in CPKF — Chesapeake Financial Shares Inc
CIK 1591122
RICHMOND, VA
Position in CPKF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,832
+$1,653 QoQ
Shares Held
412
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 2 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CPKF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Heritage Wealth Advisors holds $5,082,554 across 15 Banks - Regional names. CPKF ranks #14 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
36,126 | $1,799,797 | |
| 2 | AUB |
Atlantic Union Bankshares Corp
|
21,268 | $899,849 | |
| 3 | UBSI |
United Bankshares Inc/Wv
|
13,344 | $611,555 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
1,916 | $471,757 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
5,850 | $409,909 | |
| 6 | MTB |
M&T Bank Corp
|
1,460 | $347,494 | |
| 7 | BRBS |
Blue Ridge Bankshares, Inc.
|
72,588 | $256,235 | |
| 8 | RF |
Regions Financial Corp
|
3,437 | $103,797 |
All Filings in CPKF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,832 | 412 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,179 | 412 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,639 | 412 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,961 | 412 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,590 | 412 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,889 | 412 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,943 | 412 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $7,951 | 412 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,979 | 412 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $7,292 | 412 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $7,539 | 412 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $7,828 | 412 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | — | 412 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $9,414 | 412 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $8,421 | 412 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $9,888 | 412 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $10,786 | 412 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $12,154 | 412 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $12,442 | 412 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $12,360 | 412 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $11,078 | 412 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $9,888 | 412 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | — | 412 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $8,652 | 412 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $7,539 | 412 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $7,107 | 412 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||