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Disclosery

Chicago Partners Investment Group LLC: CEFS position timeline

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

Chicago Partners Investment Group LLC held 44,771 CEFS 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 44,771 shares
    Change vs previous 13F -379 shares

    0.02% of the 13F portfolio, value $1,124,656.

    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 45,150 shares
    Change vs previous 13F -327 shares

    0.02% of the 13F portfolio, value $1,101,221.

    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 45,477 shares
    Change vs previous 13F -5,445 shares

    0.03% of the 13F portfolio, value $1,054,603.

    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 50,922 shares
    Change vs previous 13F -1,294 shares

    0.03% of the 13F portfolio, value $1,171,589.

    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 52,216 shares
    Change vs previous 13F -1,801 shares

    0.03% of the 13F portfolio, value $1,174,339.

    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 54,017 shares
    Change vs previous 13F +3,111 shares

    0.04% of the 13F portfolio, value $1,148,945.

    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 50,906 shares
    Change vs previous 13F -13,521 shares

    0.04% of the 13F portfolio, value $1,102,105.

    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 64,427 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,427,062.

    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).