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Chicago Partners Investment Group LLC: FPE position timeline

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

Chicago Partners Investment Group LLC held 499,130 FPE 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 499,130 shares
    Change vs previous 13F +26,897 shares

    0.18% of the 13F portfolio, value $8,859,553.

    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 472,233 shares
    Change vs previous 13F +7,349 shares

    0.19% of the 13F portfolio, value $8,556,855.

    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 464,884 shares
    Change vs previous 13F +2,859 shares

    0.21% of the 13F portfolio, value $8,516,674.

    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 462,025 shares
    Change vs previous 13F +39,797 shares

    0.22% of the 13F portfolio, value $8,528,980.

    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 422,228 shares
    Change vs previous 13F +11,068 shares

    0.22% of the 13F portfolio, value $7,528,316.

    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 411,160 shares
    Change vs previous 13F +14,413 shares

    0.24% of the 13F portfolio, value $7,133,631.

    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 396,747 shares
    Change vs previous 13F +18,735 shares

    0.23% of the 13F portfolio, value $7,014,487.

    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 378,012 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $6,792,877.

    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).