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Chicago Partners Investment Group LLC: IEF position timeline

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

Chicago Partners Investment Group LLC held 122,421 IEF 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 122,421 shares
    Change vs previous 13F +15,089 shares

    0.23% of the 13F portfolio, value $11,366,748.

    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 107,332 shares
    Change vs previous 13F +5,213 shares

    0.23% of the 13F portfolio, value $10,252,325.

    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 102,119 shares
    Change vs previous 13F +9,842 shares

    0.24% of the 13F portfolio, value $9,798,345.

    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 92,277 shares
    Change vs previous 13F +3,072 shares

    0.24% of the 13F portfolio, value $9,004,423.

    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 89,205 shares
    Change vs previous 13F +1,651 shares

    0.24% of the 13F portfolio, value $8,444,192.

    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 87,554 shares
    Change vs previous 13F +4,084 shares

    0.28% of the 13F portfolio, value $8,319,423.

    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 83,470 shares
    Change vs previous 13F +1,476 shares

    0.26% of the 13F portfolio, value $7,679,264.

    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 81,994 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $7,780,380.

    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).