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Chicago Partners Investment Group LLC: FDM position timeline

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

Chicago Partners Investment Group LLC held 192,679 FDM 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 192,679 shares
    Change vs previous 13F +614 shares

    0.35% of the 13F portfolio, value $17,423,525.

    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 192,065 shares
    Change vs previous 13F +1,587 shares

    0.38% of the 13F portfolio, value $16,829,371.

    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 190,478 shares
    Change vs previous 13F -846 shares

    0.39% of the 13F portfolio, value $15,805,878.

    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 191,324 shares
    Change vs previous 13F +626 shares

    0.38% of the 13F portfolio, value $14,401,576.

    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 190,698 shares
    Change vs previous 13F -314 shares

    0.4% of the 13F portfolio, value $13,982,231.

    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 191,012 shares
    Change vs previous 13F +3,297 shares

    0.39% of the 13F portfolio, value $11,848,273.

    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 187,715 shares
    Change vs previous 13F +2,015 shares

    0.42% of the 13F portfolio, value $12,593,644.

    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 185,700 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $11,925,676.

    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).