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Chicago Partners Investment Group LLC: IUSG position timeline

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

Chicago Partners Investment Group LLC held 7,888 IUSG 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 7,888 shares
    Change vs previous 13F -631 shares

    0.03% of the 13F portfolio, value $1,441,879.

    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 8,519 shares
    Change vs previous 13F +713 shares

    0.03% of the 13F portfolio, value $1,504,389.

    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 7,806 shares
    Change vs previous 13F -104 shares

    0.03% of the 13F portfolio, value $1,318,315.

    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 7,910 shares
    Change vs previous 13F -966 shares

    0.04% of the 13F portfolio, value $1,352,237.

    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 8,876 shares
    Change vs previous 13F -2,488 shares

    0.04% of the 13F portfolio, value $1,371,166.

    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 11,364 shares
    Change vs previous 13F -4,418 shares

    0.05% of the 13F portfolio, value $1,503,729.

    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 15,782 shares
    Change vs previous 13F +64 shares

    0.07% of the 13F portfolio, value $2,220,339.

    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 15,718 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,085,658.

    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).