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Chicago Partners Investment Group LLC: CG position timeline

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

Chicago Partners Investment Group LLC held 46,640 CG 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 46,640 shares
    Change vs previous 13F -30,392 shares

    0.04% of the 13F portfolio, value $2,071,275.

    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 77,032 shares
    Change vs previous 13F -49 shares

    0.09% of the 13F portfolio, value $3,950,205.

    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 77,081 shares
    Change vs previous 13F +392 shares

    0.12% of the 13F portfolio, value $4,723,519.

    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 76,689 shares
    Change vs previous 13F -1,718 shares

    0.12% of the 13F portfolio, value $4,425,697.

    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 78,407 shares
    Change vs previous 13F -88 shares

    0.14% of the 13F portfolio, value $4,786,768.

    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 78,495 shares
    Change vs previous 13F +2,567 shares

    0.1% of the 13F portfolio, value $3,135,881.

    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 75,928 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,971,790.

    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).