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Forvis Mazars Wealth Advisors, LLC → CPK
Forvis Mazars Wealth Advisors, LLC CPK Position History
Chesapeake Utilities Corporation
Quarters held
5
Latest value
$397K
Q3 2026
Peak value
$416K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $416K |
| Q4 2025 | $385K |
| Q1 2026 | $390K |
| Q2 2026 | $378K |
| Q3 2026 | $397K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $397K | 3.1K | — | — |
| Q2 2026 | $378K | 3.1K | — | — |
| Q1 2026 | $390K | 3.1K | — | — |
| Q4 2025 | $385K | 3.1K | — | — |
| Q3 2025 | $416K | 3.1K | — | — |
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