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Disclosery

Chicago Partners Investment Group LLC: CAIE position timeline

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

Chicago Partners Investment Group LLC held 279,179 CAIE 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 279,179 shares
    Change vs previous 13F +79,101 shares

    0.15% of the 13F portfolio, value $7,426,158.

    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 200,078 shares
    Change vs previous 13F +43,810 shares

    0.12% of the 13F portfolio, value $5,379,103.

    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 156,268 shares
    Change vs previous 13F +80,178 shares

    0.1% of the 13F portfolio, value $4,208,302.

    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 76,090 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,088,674.

    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).