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Chicago Partners Investment Group LLC: FTSM position timeline

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

Chicago Partners Investment Group LLC held 27,856 FTSM 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 27,856 shares
    Change vs previous 13F +1,980 shares

    0.03% of the 13F portfolio, value $1,666,619.

    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 25,876 shares
    Change vs previous 13F +3,262 shares

    0.03% of the 13F portfolio, value $1,551,004.

    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 22,614 shares
    Change vs previous 13F -4,517 shares

    0.03% of the 13F portfolio, value $1,358,662.

    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 27,131 shares
    Change vs previous 13F +1,813 shares

    0.04% of the 13F portfolio, value $1,631,399.

    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 25,318 shares
    Change vs previous 13F +273 shares

    0.04% of the 13F portfolio, value $1,519,099.

    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 25,045 shares
    Change vs previous 13F -243 shares

    0.05% of the 13F portfolio, value $1,499,473.

    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 25,288 shares
    Change vs previous 13F +2,189 shares

    0.05% of the 13F portfolio, value $1,512,757.

    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 23,099 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,385,270.

    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).