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Disclosery

Chicago Partners Investment Group LLC: IJR position timeline

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

Chicago Partners Investment Group LLC held 158,057 IJR 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 158,057 shares
    Change vs previous 13F +935 shares

    0.46% of the 13F portfolio, value $22,899,333.

    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 157,122 shares
    Change vs previous 13F +4,201 shares

    0.48% of the 13F portfolio, value $21,308,821.

    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 152,921 shares
    Change vs previous 13F +1,736 shares

    0.48% of the 13F portfolio, value $19,587,679.

    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 151,185 shares
    Change vs previous 13F -559 shares

    0.48% of the 13F portfolio, value $18,210,293.

    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 151,744 shares
    Change vs previous 13F -940 shares

    0.5% of the 13F portfolio, value $17,321,571.

    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 152,684 shares
    Change vs previous 13F +9,657 shares

    0.52% of the 13F portfolio, value $15,541,660.

    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 143,027 shares
    Change vs previous 13F +3,586 shares

    0.55% of the 13F portfolio, value $16,503,887.

    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 139,441 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $15,988,300.

    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).