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Chicago Partners Investment Group LLC: FNDX position timeline

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

Chicago Partners Investment Group LLC held 61,621 FNDX 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 61,621 shares
    Change vs previous 13F +7,441 shares

    0.04% of the 13F portfolio, value $1,931,832.

    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 54,180 shares
    Change vs previous 13F -152 shares

    0.04% of the 13F portfolio, value $1,594,521.

    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 54,332 shares
    Change vs previous 13F -3,866 shares

    0.04% of the 13F portfolio, value $1,531,617.

    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 58,198 shares
    Change vs previous 13F +5,676 shares

    0.04% of the 13F portfolio, value $1,561,439.

    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 52,522 shares
    Change vs previous 13F +68 shares

    0.04% of the 13F portfolio, value $1,323,543.

    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 52,454 shares
    Change vs previous 13F +680 shares

    0.04% of the 13F portfolio, value $1,204,872.

    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 51,774 shares
    Change vs previous 13F +4,855 shares

    0.04% of the 13F portfolio, value $1,231,707.

    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 46,919 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,123,716.

    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).