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Chicago Partners Investment Group LLC: C position timeline

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

Chicago Partners Investment Group LLC held 33,434 C 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 33,434 shares
    Change vs previous 13F +6,730 shares

    0.09% of the 13F portfolio, value $4,409,233.

    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 26,704 shares
    Change vs previous 13F +2,811 shares

    0.08% of the 13F portfolio, value $3,464,301.

    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 23,893 shares
    Change vs previous 13F -169 shares

    0.07% of the 13F portfolio, value $2,713,982.

    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 24,062 shares
    Change vs previous 13F +1,922 shares

    0.06% of the 13F portfolio, value $2,439,629.

    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 22,140 shares
    Change vs previous 13F +3,190 shares

    0.06% of the 13F portfolio, value $2,125,183.

    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 18,950 shares
    Change vs previous 13F +2,259 shares

    0.04% of the 13F portfolio, value $1,331,250.

    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 16,691 shares
    Change vs previous 13F +1,899 shares

    0.04% of the 13F portfolio, value $1,222,749.

    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 14,792 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $933,351.

    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).