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Disclosery

Chicago Partners Investment Group LLC: IVE position timeline

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

Chicago Partners Investment Group LLC held 19,031 IVE 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 19,031 shares
    Change vs previous 13F -221 shares

    0.09% of the 13F portfolio, value $4,363,782.

    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 19,252 shares
    Change vs previous 13F -2,590 shares

    0.09% of the 13F portfolio, value $4,238,472.

    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 21,842 shares
    Change vs previous 13F -490 shares

    0.12% of the 13F portfolio, value $4,725,484.

    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 22,332 shares
    Change vs previous 13F -83 shares

    0.12% of the 13F portfolio, value $4,704,727.

    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 22,415 shares
    Change vs previous 13F -1,015 shares

    0.13% of the 13F portfolio, value $4,486,750.

    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 23,430 shares
    Change vs previous 13F +842 shares

    0.14% of the 13F portfolio, value $4,320,663.

    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 22,588 shares
    Change vs previous 13F -292 shares

    0.14% of the 13F portfolio, value $4,317,664.

    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 22,880 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,538,256.

    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).