Skip to content
Disclosery

Chicago Partners Investment Group LLC: DFAX position timeline

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

Chicago Partners Investment Group LLC held 631,244 DFAX 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 631,244 shares
    Change vs previous 13F -11,807 shares

    0.46% of the 13F portfolio, value $22,857,347.

    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 643,051 shares
    Change vs previous 13F -1,609 shares

    0.52% of the 13F portfolio, value $23,426,353.

    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 644,660 shares
    Change vs previous 13F -18,664 shares

    0.55% of the 13F portfolio, value $22,343,913.

    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 663,324 shares
    Change vs previous 13F -6,319 shares

    0.56% of the 13F portfolio, value $21,259,524.

    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 669,643 shares
    Change vs previous 13F -35,150 shares

    0.58% of the 13F portfolio, value $20,290,185.

    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 704,793 shares
    Change vs previous 13F -23,162 shares

    0.64% of the 13F portfolio, value $19,276,085.

    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 727,955 shares
    Change vs previous 13F +41,136 shares

    0.6% of the 13F portfolio, value $18,140,640.

    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 686,819 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $17,864,159.

    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).