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Chicago Partners Investment Group LLC: DMA position timeline

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

Chicago Partners Investment Group LLC held 31,140 DMA 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 31,140 shares
    Change vs previous 13F +1,005 shares

    <0.01% of the 13F portfolio, value $239,937.

    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 30,135 shares
    Change vs previous 13F +273 shares

    0.01% of the 13F portfolio, value $238,971.

    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 29,862 shares
    Change vs previous 13F +1,368 shares

    0.01% of the 13F portfolio, value $266,666.

    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 28,494 shares
    Change vs previous 13F -17,681 shares

    0.01% of the 13F portfolio, value $246,757.

    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 46,175 shares
    Change vs previous 13F -2,861 shares

    0.01% of the 13F portfolio, value $393,409.

    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 49,036 shares
    Change vs previous 13F +631 shares

    0.01% of the 13F portfolio, value $412,391.

    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 48,405 shares
    Change vs previous 13F +1,344 shares

    0.01% of the 13F portfolio, value $410,472.

    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 47,061 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $414,140.

    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).