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Disclosery

Chicago Partners Investment Group LLC: DFIS position timeline

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

Chicago Partners Investment Group LLC held 23,989 DFIS 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 23,989 shares
    Change vs previous 13F -5,715 shares

    0.02% of the 13F portfolio, value $842,499.

    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 29,704 shares
    Change vs previous 13F +11 shares

    0.02% of the 13F portfolio, value $1,059,259.

    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 29,693 shares
    Change vs previous 13F -2,624 shares

    0.03% of the 13F portfolio, value $1,045,804.

    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 32,317 shares
    Change vs previous 13F +40 shares

    0.03% of the 13F portfolio, value $1,032,198.

    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 32,277 shares
    Change vs previous 13F +1,501 shares

    0.03% of the 13F portfolio, value $994,441.

    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 30,776 shares
    Change vs previous 13F +15 shares

    0.03% of the 13F portfolio, value $846,021.

    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 30,761 shares
    Change vs previous 13F +8,819 shares

    0.02% of the 13F portfolio, value $749,643.

    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 21,942 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $560,612.

    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).