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Disclosery

Chicago Partners Investment Group LLC: IBDT position timeline

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

Chicago Partners Investment Group LLC held 186,556 IBDT 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 186,556 shares
    Change vs previous 13F +1,914 shares

    0.09% of the 13F portfolio, value $4,686,284.

    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 184,642 shares
    Change vs previous 13F +163,068 shares

    0.1% of the 13F portfolio, value $4,676,981.

    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 21,574 shares
    Change vs previous 13F +114 shares

    0.01% of the 13F portfolio, value $549,925.

    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 21,460 shares
    Change vs previous 13F +9,825 shares

    0.01% of the 13F portfolio, value $548,735.

    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 11,635 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $295,073.

    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 11,635 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $293,328.

    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 11,635 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $289,954.

    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 11,635 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $292,863.

    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).