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Disclosery

Chicago Partners Investment Group LLC: CWB position timeline

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

Chicago Partners Investment Group LLC held 42,986 CWB 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 42,986 shares
    Change vs previous 13F -541 shares

    0.09% of the 13F portfolio, value $4,434,854.

    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 43,527 shares
    Change vs previous 13F -2,328 shares

    0.1% of the 13F portfolio, value $4,396,195.

    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 45,855 shares
    Change vs previous 13F +125 shares

    0.11% of the 13F portfolio, value $4,305,372.

    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 45,730 shares
    Change vs previous 13F -978 shares

    0.11% of the 13F portfolio, value $4,261,105.

    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 46,708 shares
    Change vs previous 13F +116 shares

    0.11% of the 13F portfolio, value $3,988,437.

    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 46,592 shares
    Change vs previous 13F -301 shares

    0.12% of the 13F portfolio, value $3,642,094.

    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 46,893 shares
    Change vs previous 13F -3,623 shares

    0.12% of the 13F portfolio, value $3,680,155.

    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 50,516 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,890,768.

    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).