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Chicago Partners Investment Group LLC: DFUV position timeline

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

Chicago Partners Investment Group LLC held 47,311 DFUV 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 47,311 shares
    Change vs previous 13F -212 shares

    0.05% of the 13F portfolio, value $2,612,515.

    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 47,523 shares
    Change vs previous 13F +165 shares

    0.05% of the 13F portfolio, value $2,425,595.

    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 47,358 shares
    Change vs previous 13F -218 shares

    0.06% of the 13F portfolio, value $2,302,065.

    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 47,576 shares
    Change vs previous 13F -4,035 shares

    0.06% of the 13F portfolio, value $2,143,755.

    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 51,611 shares
    Change vs previous 13F +180 shares

    0.06% of the 13F portfolio, value $2,244,549.

    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 51,431 shares
    Change vs previous 13F +153 shares

    0.07% of the 13F portfolio, value $2,040,779.

    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 51,278 shares
    Change vs previous 13F +3,084 shares

    0.07% of the 13F portfolio, value $2,113,661.

    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 48,194 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,020,791.

    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).