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Chicago Partners Investment Group LLC: DFAI position timeline

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

Chicago Partners Investment Group LLC held 665,070 DFAI 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 665,070 shares
    Change vs previous 13F +31,309 shares

    0.55% of the 13F portfolio, value $27,374,265.

    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 633,761 shares
    Change vs previous 13F +41,305 shares

    0.58% of the 13F portfolio, value $25,876,464.

    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 592,456 shares
    Change vs previous 13F +28,669 shares

    0.58% of the 13F portfolio, value $23,638,986.

    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 563,787 shares
    Change vs previous 13F +33,801 shares

    0.55% of the 13F portfolio, value $20,893,962.

    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 529,986 shares
    Change vs previous 13F +22,947 shares

    0.54% of the 13F portfolio, value $18,793,319.

    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 507,039 shares
    Change vs previous 13F +42,848 shares

    0.55% of the 13F portfolio, value $16,605,543.

    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 464,191 shares
    Change vs previous 13F -25,906 shares

    0.45% of the 13F portfolio, value $13,642,569.

    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 490,097 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $14,903,846.

    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).