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Disclosery

Chicago Partners Investment Group LLC: DISV position timeline

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

Chicago Partners Investment Group LLC held 191,428 DISV 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 191,428 shares
    Change vs previous 13F +12,577 shares

    0.16% of the 13F portfolio, value $7,890,663.

    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 178,851 shares
    Change vs previous 13F +918 shares

    0.16% of the 13F portfolio, value $7,345,402.

    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 177,933 shares
    Change vs previous 13F +452 shares

    0.18% of the 13F portfolio, value $7,232,985.

    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 177,481 shares
    Change vs previous 13F +1,946 shares

    0.17% of the 13F portfolio, value $6,394,627.

    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 175,535 shares
    Change vs previous 13F +3,399 shares

    0.17% of the 13F portfolio, value $6,005,066.

    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 172,136 shares
    Change vs previous 13F -21,064 shares

    0.17% of the 13F portfolio, value $5,257,041.

    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 193,200 shares
    Change vs previous 13F -16,494 shares

    0.17% of the 13F portfolio, value $5,131,382.

    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 209,694 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,795,930.

    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).