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Disclosery

Chicago Partners Investment Group LLC: BX position timeline

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

Chicago Partners Investment Group LLC held 225,726 BX 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 225,726 shares
    Change vs previous 13F +1,641 shares

    0.56% of the 13F portfolio, value $28,102,929.

    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 224,085 shares
    Change vs previous 13F +2,969 shares

    0.65% of the 13F portfolio, value $29,070,486.

    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 221,116 shares
    Change vs previous 13F +1,968 shares

    0.82% of the 13F portfolio, value $33,273,539.

    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 219,148 shares
    Change vs previous 13F +1,831 shares

    0.87% of the 13F portfolio, value $33,242,512.

    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 217,317 shares
    Change vs previous 13F +3,733 shares

    1.08% of the 13F portfolio, value $37,369,750.

    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 213,584 shares
    Change vs previous 13F +4,963 shares

    0.97% of the 13F portfolio, value $29,077,390.

    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 208,621 shares
    Change vs previous 13F +29,892 shares

    1.21% of the 13F portfolio, value $36,293,791.

    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 178,729 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $29,833,463.

    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).