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Chicago Partners Investment Group LLC: DFAW position timeline

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

Chicago Partners Investment Group LLC held 28,810 DFAW 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 28,810 shares
    Change vs previous 13F +4,239 shares

    0.05% of the 13F portfolio, value $2,366,760.

    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 24,571 shares
    Change vs previous 13F +4,924 shares

    0.04% of the 13F portfolio, value $1,954,350.

    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 19,647 shares
    Change vs previous 13F +423 shares

    0.04% of the 13F portfolio, value $1,503,014.

    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 19,224 shares
    Change vs previous 13F +1,910 shares

    0.04% of the 13F portfolio, value $1,409,670.

    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 17,314 shares
    Change vs previous 13F +6,604 shares

    0.03% of the 13F portfolio, value $1,195,705.

    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 10,710 shares
    Change vs previous 13F -1,845 shares

    0.02% of the 13F portfolio, value $660,900.

    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 12,555 shares
    Change vs previous 13F +6,138 shares

    0.03% of the 13F portfolio, value $787,967.

    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 6,417 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $405,232.

    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).