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Chicago Partners Investment Group LLC: AVUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chicago Partners Investment Group LLC on AVUV, newest first. How the timeline and the estimate are built.

Chicago Partners Investment Group LLC held 232,700 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 232,700 shares
    Change vs previous 13F +15,028 shares

    0.58% of the 13F portfolio, value $29,047,930.

    13F-HR 0001563525-26-000003 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 217,672 shares
    Change vs previous 13F -1,876 shares

    0.58% of the 13F portfolio, value $25,722,344.

    13F-HR 0001563525-26-000002 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 219,548 shares
    Change vs previous 13F -3,132 shares

    0.59% of the 13F portfolio, value $23,818,736.

    13F-HR 0001563525-26-000001 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 222,680 shares
    Change vs previous 13F +8,043 shares

    0.58% of the 13F portfolio, value $22,118,809.

    13F-HR 0001563525-25-000013 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 214,637 shares
    Change vs previous 13F -78 shares

    0.6% of the 13F portfolio, value $20,731,829.

    13F-HR 0001563525-25-000003 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 214,715 shares
    Change vs previous 13F +20,225 shares

    0.6% of the 13F portfolio, value $18,147,726.

    13F-HR 0001563525-25-000002 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 194,490 shares
    Change vs previous 13F +7,158 shares

    0.62% of the 13F portfolio, value $18,694,379.

    13F-HR 0001563525-25-000001 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 187,332 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $17,809,699.

    13F-HR 0001563525-24-000007 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).