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Chicago Partners Investment Group LLC: IOO position timeline

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

Chicago Partners Investment Group LLC held 13,452 IOO 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 13,452 shares
    Change vs previous 13F -150 shares

    0.04% of the 13F portfolio, value $1,844,585.

    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 13,602 shares
    Change vs previous 13F +2,970 shares

    0.04% of the 13F portfolio, value $1,811,780.

    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 10,632 shares
    Change vs previous 13F +500 shares

    0.03% of the 13F portfolio, value $1,353,660.

    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 10,132 shares
    Change vs previous 13F -40 shares

    0.03% of the 13F portfolio, value $1,274,992.

    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 10,172 shares
    Change vs previous 13F -2,268 shares

    0.03% of the 13F portfolio, value $1,137,886.

    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 12,440 shares
    Change vs previous 13F -566 shares

    0.04% of the 13F portfolio, value $1,206,918.

    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 13,006 shares
    Change vs previous 13F -2,665 shares

    0.04% of the 13F portfolio, value $1,319,845.

    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 15,671 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,561,727.

    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).