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Chicago Partners Investment Group LLC: IBM position timeline

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

Chicago Partners Investment Group LLC held 27,405 IBM 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 27,405 shares
    Change vs previous 13F +3,302 shares

    0.11% of the 13F portfolio, value $5,663,287.

    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 24,103 shares
    Change vs previous 13F +1,161 shares

    0.14% of the 13F portfolio, value $6,070,678.

    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 22,942 shares
    Change vs previous 13F +1,662 shares

    0.17% of the 13F portfolio, value $6,709,132.

    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 21,280 shares
    Change vs previous 13F -320 shares

    0.17% of the 13F portfolio, value $6,651,506.

    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 21,600 shares
    Change vs previous 13F +54 shares

    0.18% of the 13F portfolio, value $6,091,430.

    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 21,546 shares
    Change vs previous 13F +1,847 shares

    0.18% of the 13F portfolio, value $5,459,155.

    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 19,699 shares
    Change vs previous 13F +4,019 shares

    0.15% of the 13F portfolio, value $4,396,331.

    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 15,680 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,649,573.

    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).