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Chicago Partners Investment Group LLC: DFSU position timeline

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

Chicago Partners Investment Group LLC held 84,635 DFSU 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 84,635 shares
    Change vs previous 13F +1,384 shares

    0.08% of the 13F portfolio, value $3,932,149.

    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 83,251 shares
    Change vs previous 13F +1,628 shares

    0.08% of the 13F portfolio, value $3,736,309.

    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 81,623 shares
    Change vs previous 13F +8,460 shares

    0.09% of the 13F portfolio, value $3,595,342.

    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 73,163 shares
    Change vs previous 13F -37 shares

    0.08% of the 13F portfolio, value $3,180,394.

    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 73,200 shares
    Change vs previous 13F -154 shares

    0.09% of the 13F portfolio, value $2,967,534.

    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 73,354 shares
    Change vs previous 13F -1,209 shares

    0.09% of the 13F portfolio, value $2,629,018.

    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 74,563 shares
    Change vs previous 13F +1,637 shares

    0.09% of the 13F portfolio, value $2,841,582.

    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 72,926 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,727,439.

    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).