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Chicago Partners Investment Group LLC: ITOT position timeline

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

Chicago Partners Investment Group LLC held 96,010 ITOT 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 96,010 shares
    Change vs previous 13F -589 shares

    0.31% of the 13F portfolio, value $15,543,049.

    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 96,599 shares
    Change vs previous 13F +6,537 shares

    0.34% of the 13F portfolio, value $15,060,675.

    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 90,062 shares
    Change vs previous 13F +4,977 shares

    0.34% of the 13F portfolio, value $13,595,785.

    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 85,085 shares
    Change vs previous 13F -6,573 shares

    0.33% of the 13F portfolio, value $12,767,077.

    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 91,658 shares
    Change vs previous 13F +140 shares

    0.37% of the 13F portfolio, value $12,723,056.

    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 91,518 shares
    Change vs previous 13F +44,273 shares

    0.37% of the 13F portfolio, value $11,215,503.

    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 47,245 shares
    Change vs previous 13F -896 shares

    0.2% of the 13F portfolio, value $6,117,754.

    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 48,141 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $6,089,397.

    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).