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Disclosery

Chicago Partners Investment Group LLC: CSD position timeline

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

Chicago Partners Investment Group LLC held 56,715 CSD 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 56,715 shares
    Change vs previous 13F -216 shares

    0.16% of the 13F portfolio, value $7,739,979.

    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 56,931 shares
    Change vs previous 13F -202 shares

    0.16% of the 13F portfolio, value $7,261,520.

    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 57,133 shares
    Change vs previous 13F -3,614 shares

    0.16% of the 13F portfolio, value $6,335,305.

    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 60,747 shares
    Change vs previous 13F -1,458 shares

    0.15% of the 13F portfolio, value $5,879,341.

    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 62,205 shares
    Change vs previous 13F -273 shares

    0.16% of the 13F portfolio, value $5,409,984.

    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 62,478 shares
    Change vs previous 13F -98 shares

    0.16% of the 13F portfolio, value $4,687,315.

    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 62,576 shares
    Change vs previous 13F -177 shares

    0.18% of the 13F portfolio, value $5,329,324.

    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 62,753 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,109,408.

    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).