Chicago Partners Investment Group LLC: IEX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chicago Partners Investment Group LLC on IEX, newest first. How the timeline and the estimate are built.
Chicago Partners Investment Group LLC held 3,259 IEX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 3,259 sharesChange vs previous 13F +568 shares
0.01% of the 13F portfolio, value $724,176.
13F-HR 0001563525-26-000003 filed by Chicago Partners Investment Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,691 sharesChange vs previous 13F +860 shares
0.01% of the 13F portfolio, value $547,894.
13F-HR 0001563525-26-000002 filed by Chicago Partners Investment Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,831 sharesChange vs previous 13F +162 shares
0.01% of the 13F portfolio, value $357,629.
13F-HR 0001563525-26-000001 filed by Chicago Partners Investment Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,669 sharesChange vs previous 13F +231 shares
0.01% of the 13F portfolio, value $278,716.
13F-HR 0001563525-25-000013 filed by Chicago Partners Investment Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,438 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $265,202.
13F-HR 0001563525-25-000003 filed by Chicago Partners Investment Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).