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Chicago Partners Investment Group LLC: DFIC position timeline

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

Chicago Partners Investment Group LLC held 660,692 DFIC 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 660,692 shares
    Change vs previous 13F +56,307 shares

    0.49% of the 13F portfolio, value $24,610,780.

    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 604,385 shares
    Change vs previous 13F +21,887 shares

    0.5% of the 13F portfolio, value $22,483,106.

    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 582,498 shares
    Change vs previous 13F +29,480 shares

    0.52% of the 13F portfolio, value $21,098,085.

    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 553,018 shares
    Change vs previous 13F +23,732 shares

    0.48% of the 13F portfolio, value $18,404,443.

    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 529,286 shares
    Change vs previous 13F +30,165 shares

    0.49% of the 13F portfolio, value $16,915,965.

    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 499,121 shares
    Change vs previous 13F +54,900 shares

    0.48% of the 13F portfolio, value $14,584,310.

    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 444,221 shares
    Change vs previous 13F +7,651 shares

    0.38% of the 13F portfolio, value $11,531,970.

    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 436,570 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $11,739,376.

    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).