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Chicago Partners Investment Group LLC: HIO position timeline

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

Chicago Partners Investment Group LLC held 333,688 HIO 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 333,688 shares
    Change vs previous 13F -34,618 shares

    0.02% of the 13F portfolio, value $1,191,265.

    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 368,306 shares
    Change vs previous 13F -30,633 shares

    0.03% of the 13F portfolio, value $1,359,051.

    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 398,939 shares
    Change vs previous 13F +4,559 shares

    0.04% of the 13F portfolio, value $1,480,062.

    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 394,380 shares
    Change vs previous 13F -4,097 shares

    0.04% of the 13F portfolio, value $1,526,249.

    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 398,477 shares
    Change vs previous 13F -6,169 shares

    0.05% of the 13F portfolio, value $1,597,892.

    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 404,646 shares
    Change vs previous 13F -40,581 shares

    0.05% of the 13F portfolio, value $1,545,749.

    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 445,227 shares
    Change vs previous 13F -106,645 shares

    0.06% of the 13F portfolio, value $1,763,100.

    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 551,872 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,196,450.

    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).