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Chicago Partners Investment Group LLC: DFUS position timeline

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

Chicago Partners Investment Group LLC held 1,149,698 DFUS 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 1,149,698 shares
    Change vs previous 13F +43,837 shares

    1.86% of the 13F portfolio, value $92,815,135.

    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 1,105,861 shares
    Change vs previous 13F +18,862 shares

    1.92% of the 13F portfolio, value $85,781,619.

    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 1,086,999 shares
    Change vs previous 13F -2,189 shares

    2.02% of the 13F portfolio, value $81,753,221.

    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 1,089,188 shares
    Change vs previous 13F +7,967 shares

    2.13% of the 13F portfolio, value $81,296,963.

    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 1,081,221 shares
    Change vs previous 13F +27,741 shares

    2.14% of the 13F portfolio, value $74,420,449.

    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 1,053,480 shares
    Change vs previous 13F +39,348 shares

    2.13% of the 13F portfolio, value $64,030,495.

    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 1,014,132 shares
    Change vs previous 13F +16,131 shares

    2.17% of the 13F portfolio, value $65,117,434.

    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 998,001 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $62,474,894.

    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).