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Chicago Partners Investment Group LLC: FNDA position timeline

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

Chicago Partners Investment Group LLC held 18,532 FNDA 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 18,532 shares
    Change vs previous 13F +1,316 shares

    0.01% of the 13F portfolio, value $690,335.

    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 17,216 shares
    Change vs previous 13F +10 shares

    0.01% of the 13F portfolio, value $608,752.

    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 17,206 shares
    Change vs previous 13F -2,875 shares

    0.01% of the 13F portfolio, value $579,827.

    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 20,081 shares
    Change vs previous 13F +2,346 shares

    0.02% of the 13F portfolio, value $628,348.

    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 17,735 shares
    Change vs previous 13F +17 shares

    0.02% of the 13F portfolio, value $535,585.

    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 17,718 shares
    Change vs previous 13F +84 shares

    0.02% of the 13F portfolio, value $473,419.

    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 17,634 shares
    Change vs previous 13F +1,203 shares

    0.02% of the 13F portfolio, value $523,039.

    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 16,431 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $483,563.

    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).