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Chicago Partners Investment Group LLC: DFAS position timeline

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

Chicago Partners Investment Group LLC held 684,518 DFAS 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 684,518 shares
    Change vs previous 13F +3,073 shares

    1.1% of the 13F portfolio, value $55,131,051.

    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 681,445 shares
    Change vs previous 13F +13,845 shares

    1.17% of the 13F portfolio, value $52,471,296.

    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 667,600 shares
    Change vs previous 13F +15,157 shares

    1.23% of the 13F portfolio, value $49,722,850.

    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 652,443 shares
    Change vs previous 13F +30,463 shares

    1.18% of the 13F portfolio, value $45,129,465.

    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 621,980 shares
    Change vs previous 13F +15,577 shares

    1.19% of the 13F portfolio, value $41,392,791.

    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 606,403 shares
    Change vs previous 13F +41,823 shares

    1.19% of the 13F portfolio, value $35,850,528.

    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 564,580 shares
    Change vs previous 13F +26,534 shares

    1.23% of the 13F portfolio, value $36,878,377.

    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 538,046 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $34,644,785.

    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).