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Chicago Partners Investment Group LLC: DFSD position timeline

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

Chicago Partners Investment Group LLC held 205,637 DFSD 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 205,637 shares
    Change vs previous 13F +28,803 shares

    0.19% of the 13F portfolio, value $9,701,942.

    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 176,834 shares
    Change vs previous 13F +9,503 shares

    0.19% of the 13F portfolio, value $8,482,710.

    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 167,331 shares
    Change vs previous 13F +5,182 shares

    0.2% of the 13F portfolio, value $8,040,265.

    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 162,149 shares
    Change vs previous 13F +5,872 shares

    0.21% of the 13F portfolio, value $7,836,660.

    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 156,277 shares
    Change vs previous 13F +7,651 shares

    0.22% of the 13F portfolio, value $7,485,691.

    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 148,626 shares
    Change vs previous 13F +13,014 shares

    0.24% of the 13F portfolio, value $7,082,027.

    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 135,612 shares
    Change vs previous 13F +7,931 shares

    0.21% of the 13F portfolio, value $6,357,469.

    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 127,681 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $6,036,122.

    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).