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Chicago Partners Investment Group LLC: DFAE position timeline

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

Chicago Partners Investment Group LLC held 41,726 DFAE 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 41,726 shares
    Change vs previous 13F +541 shares

    0.03% of the 13F portfolio, value $1,585,571.

    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 41,185 shares
    Change vs previous 13F +1,555 shares

    0.03% of the 13F portfolio, value $1,556,381.

    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 39,630 shares
    Change vs previous 13F +383 shares

    0.03% of the 13F portfolio, value $1,387,436.

    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 39,247 shares
    Change vs previous 13F +1,758 shares

    0.03% of the 13F portfolio, value $1,291,234.

    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 37,489 shares
    Change vs previous 13F +1,275 shares

    0.03% of the 13F portfolio, value $1,123,915.

    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 36,214 shares
    Change vs previous 13F -1,748 shares

    0.03% of the 13F portfolio, value $961,486.

    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 37,962 shares
    Change vs previous 13F -12,812 shares

    0.03% of the 13F portfolio, value $960,826.

    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 50,774 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,363,789.

    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).