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Chicago Partners Investment Group LLC: BRK-B position timeline

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

Chicago Partners Investment Group LLC held 152,340 BRK-B 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 152,340 shares
    Change vs previous 13F -6,327 shares

    1.5% of the 13F portfolio, value $74,775,974.

    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 158,667 shares
    Change vs previous 13F +2,433 shares

    1.65% of the 13F portfolio, value $73,843,439.

    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 156,234 shares
    Change vs previous 13F -1,873 shares

    1.84% of the 13F portfolio, value $74,831,550.

    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 158,107 shares
    Change vs previous 13F -1,989 shares

    1.99% of the 13F portfolio, value $76,118,893.

    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 160,096 shares
    Change vs previous 13F -21 shares

    2.23% of the 13F portfolio, value $77,266,957.

    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 160,117 shares
    Change vs previous 13F -835 shares

    2.76% of the 13F portfolio, value $82,975,935.

    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 160,952 shares
    Change vs previous 13F -5,682 shares

    2.42% of the 13F portfolio, value $72,724,542.

    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 166,634 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $76,753,365.

    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).