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Chicago Partners Investment Group LLC: DFAU position timeline

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

Chicago Partners Investment Group LLC held 201,280 DFAU 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 201,280 shares
    Change vs previous 13F -2,184 shares

    0.21% of the 13F portfolio, value $10,301,510.

    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 203,464 shares
    Change vs previous 13F +1,164 shares

    0.22% of the 13F portfolio, value $10,010,425.

    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 202,300 shares
    Change vs previous 13F +545 shares

    0.24% of the 13F portfolio, value $9,631,488.

    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 201,755 shares
    Change vs previous 13F +1,206 shares

    0.25% of the 13F portfolio, value $9,484,502.

    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 200,549 shares
    Change vs previous 13F -444 shares

    0.25% of the 13F portfolio, value $8,737,908.

    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 200,993 shares
    Change vs previous 13F +2,565 shares

    0.26% of the 13F portfolio, value $7,732,216.

    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 198,428 shares
    Change vs previous 13F -109,368 shares

    0.27% of the 13F portfolio, value $8,093,858.

    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 307,796 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $12,293,373.

    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).