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Chicago Partners Investment Group LLC: FRI position timeline

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

Chicago Partners Investment Group LLC held 76,829 FRI 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 76,829 shares
    Change vs previous 13F -56 shares

    0.05% of the 13F portfolio, value $2,504,714.

    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 76,885 shares
    Change vs previous 13F -3,595 shares

    0.05% of the 13F portfolio, value $2,313,966.

    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 80,480 shares
    Change vs previous 13F -3,332 shares

    0.06% of the 13F portfolio, value $2,247,798.

    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 83,812 shares
    Change vs previous 13F -2,002 shares

    0.06% of the 13F portfolio, value $2,346,734.

    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 85,814 shares
    Change vs previous 13F -4,738 shares

    0.07% of the 13F portfolio, value $2,379,609.

    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 90,552 shares
    Change vs previous 13F -14,779 shares

    0.08% of the 13F portfolio, value $2,450,337.

    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 105,331 shares
    Change vs previous 13F -370 shares

    0.09% of the 13F portfolio, value $2,839,724.

    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 105,701 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,125,579.

    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).