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Chicago Partners Investment Group LLC: HODL position timeline

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

Chicago Partners Investment Group LLC held 106,259 HODL 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 106,259 shares
    Change vs previous 13F +17,605 shares

    0.04% of the 13F portfolio, value $1,947,206.

    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 88,654 shares
    Change vs previous 13F +14,041 shares

    0.04% of the 13F portfolio, value $1,977,861.

    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 74,613 shares
    Change vs previous 13F +9,455 shares

    0.05% of the 13F portfolio, value $1,887,717.

    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 65,158 shares
    Change vs previous 13F +27,077 shares

    0.05% of the 13F portfolio, value $2,094,186.

    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 38,081 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,276,864.

    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).