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Chicago Partners Investment Group LLC: DFGR position timeline

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

Chicago Partners Investment Group LLC held 102,696 DFGR 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 102,696 shares
    Change vs previous 13F +2 shares

    0.06% of the 13F portfolio, value $3,048,021.

    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 102,694 shares
    Change vs previous 13F +536 shares

    0.07% of the 13F portfolio, value $2,910,361.

    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 102,158 shares
    Change vs previous 13F +854 shares

    0.07% of the 13F portfolio, value $2,751,121.

    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 101,304 shares
    Change vs previous 13F -851 shares

    0.07% of the 13F portfolio, value $2,771,682.

    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 102,155 shares
    Change vs previous 13F +5 shares

    0.08% of the 13F portfolio, value $2,805,177.

    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 102,150 shares
    Change vs previous 13F -2,243 shares

    0.09% of the 13F portfolio, value $2,705,949.

    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 104,393 shares
    Change vs previous 13F -140 shares

    0.09% of the 13F portfolio, value $2,636,979.

    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 104,533 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,956,185.

    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).