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Disclosery

Chicago Partners Investment Group LLC: DFVX position timeline

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

Chicago Partners Investment Group LLC held 104,531 DFVX 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 104,531 shares
    Change vs previous 13F +9,472 shares

    0.17% of the 13F portfolio, value $8,548,546.

    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 95,059 shares
    Change vs previous 13F +3,638 shares

    0.17% of the 13F portfolio, value $7,547,964.

    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 91,421 shares
    Change vs previous 13F +2,743 shares

    0.17% of the 13F portfolio, value $7,018,353.

    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 88,678 shares
    Change vs previous 13F +1,948 shares

    0.17% of the 13F portfolio, value $6,539,530.

    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 86,730 shares
    Change vs previous 13F +2,788 shares

    0.18% of the 13F portfolio, value $6,116,220.

    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 83,942 shares
    Change vs previous 13F +2,833 shares

    0.18% of the 13F portfolio, value $5,327,830.

    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 81,109 shares
    Change vs previous 13F +2,040 shares

    0.18% of the 13F portfolio, value $5,348,331.

    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 79,069 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,187,746.

    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).