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Chicago Partners Investment Group LLC: DFLV position timeline

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

Chicago Partners Investment Group LLC held 372,554 DFLV 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 372,554 shares
    Change vs previous 13F -1,098 shares

    0.3% of the 13F portfolio, value $15,026,980.

    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 373,652 shares
    Change vs previous 13F -17,695 shares

    0.31% of the 13F portfolio, value $13,959,625.

    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 391,347 shares
    Change vs previous 13F -19,868 shares

    0.34% of the 13F portfolio, value $13,935,858.

    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 411,215 shares
    Change vs previous 13F +15,046 shares

    0.36% of the 13F portfolio, value $13,582,422.

    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 396,169 shares
    Change vs previous 13F +1,565 shares

    0.36% of the 13F portfolio, value $12,661,573.

    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 394,604 shares
    Change vs previous 13F +11,322 shares

    0.38% of the 13F portfolio, value $11,530,327.

    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 383,282 shares
    Change vs previous 13F +22,317 shares

    0.39% of the 13F portfolio, value $11,605,794.

    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 360,965 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $11,204,343.

    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).