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Chicago Partners Investment Group LLC: FVD position timeline

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

Chicago Partners Investment Group LLC held 86,242 FVD 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 86,242 shares
    Change vs previous 13F -1,214 shares

    0.09% of the 13F portfolio, value $4,251,711.

    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 87,456 shares
    Change vs previous 13F -81 shares

    0.09% of the 13F portfolio, value $4,155,053.

    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 87,537 shares
    Change vs previous 13F -2,528 shares

    0.1% of the 13F portfolio, value $4,146,633.

    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 90,065 shares
    Change vs previous 13F -3,068 shares

    0.11% of the 13F portfolio, value $4,121,379.

    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 93,133 shares
    Change vs previous 13F -1,679 shares

    0.12% of the 13F portfolio, value $4,289,684.

    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 94,812 shares
    Change vs previous 13F -1,071 shares

    0.14% of the 13F portfolio, value $4,162,263.

    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 95,883 shares
    Change vs previous 13F -4,615 shares

    0.14% of the 13F portfolio, value $4,161,321.

    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 100,498 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,561,623.

    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).