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Disclosery

Chicago Partners Investment Group LLC: IBDW position timeline

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

Chicago Partners Investment Group LLC held 210,919 IBDW 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 210,919 shares
    Change vs previous 13F +2,475 shares

    0.09% of the 13F portfolio, value $4,338,610.

    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 208,444 shares
    Change vs previous 13F +196,516 shares

    0.1% of the 13F portfolio, value $4,382,531.

    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 11,928 shares
    Change vs previous 13F +140 shares

    0.01% of the 13F portfolio, value $252,523.

    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 11,788 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $251,554.

    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).