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Chicago Partners Investment Group LLC: DFEV position timeline

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

Chicago Partners Investment Group LLC held 99,932 DFEV 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 99,932 shares
    Change vs previous 13F +5,320 shares

    0.08% of the 13F portfolio, value $4,050,229.

    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 94,612 shares
    Change vs previous 13F +6,697 shares

    0.08% of the 13F portfolio, value $3,753,257.

    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 87,915 shares
    Change vs previous 13F +1,807 shares

    0.08% of the 13F portfolio, value $3,184,268.

    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 86,108 shares
    Change vs previous 13F +2,128 shares

    0.08% of the 13F portfolio, value $2,885,468.

    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 83,980 shares
    Change vs previous 13F +2,322 shares

    0.08% of the 13F portfolio, value $2,605,902.

    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 81,658 shares
    Change vs previous 13F -2,391 shares

    0.07% of the 13F portfolio, value $2,235,801.

    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 84,049 shares
    Change vs previous 13F +2,269 shares

    0.07% of the 13F portfolio, value $2,195,353.

    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 81,780 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,270,209.

    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).