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Disclosery

Chicago Partners Investment Group LLC: EXC position timeline

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

Chicago Partners Investment Group LLC held 31,545 EXC 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 31,545 shares
    Change vs previous 13F +635 shares

    0.03% of the 13F portfolio, value $1,491,426.

    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 30,910 shares
    Change vs previous 13F +4,815 shares

    0.03% of the 13F portfolio, value $1,417,533.

    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 26,095 shares
    Change vs previous 13F +1,106 shares

    0.03% of the 13F portfolio, value $1,149,728.

    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 24,989 shares
    Change vs previous 13F +2,308 shares

    0.03% of the 13F portfolio, value $1,191,996.

    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 22,681 shares
    Change vs previous 13F +387 shares

    0.03% of the 13F portfolio, value $986,379.

    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 22,294 shares
    Change vs previous 13F +2,113 shares

    0.03% of the 13F portfolio, value $1,033,115.

    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 20,181 shares
    Change vs previous 13F +2,541 shares

    0.03% of the 13F portfolio, value $770,724.

    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 17,640 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $718,669.

    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).