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Chicago Partners Investment Group LLC: IVOL position timeline

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

Chicago Partners Investment Group LLC held 72,263 IVOL 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 72,263 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,242,199.

    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 72,263 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,329,276.

    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 72,263 shares
    Change vs previous 13F -25,366 shares

    0.03% of the 13F portfolio, value $1,359,265.

    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 97,629 shares
    Change vs previous 13F +5 shares

    0.05% of the 13F portfolio, value $1,893,999.

    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 97,624 shares
    Change vs previous 13F +3 shares

    0.06% of the 13F portfolio, value $1,909,528.

    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 97,621 shares
    Change vs previous 13F -37,169 shares

    0.06% of the 13F portfolio, value $1,933,872.

    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 134,790 shares
    Change vs previous 13F +876 shares

    0.08% of the 13F portfolio, value $2,418,127.

    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 133,914 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,497,503.

    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).