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Chicago Partners Investment Group LLC: IVV position timeline

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

Chicago Partners Investment Group LLC held 69,596 IVV 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 69,596 shares
    Change vs previous 13F +2,443 shares

    1.03% of the 13F portfolio, value $51,613,889.

    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 67,153 shares
    Change vs previous 13F +1,896 shares

    1.07% of the 13F portfolio, value $47,985,028.

    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 65,257 shares
    Change vs previous 13F +4,463 shares

    1.11% of the 13F portfolio, value $45,173,207.

    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 60,794 shares
    Change vs previous 13F +877 shares

    1.1% of the 13F portfolio, value $41,968,788.

    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 59,917 shares
    Change vs previous 13F -771 shares

    1.1% of the 13F portfolio, value $38,186,724.

    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 60,688 shares
    Change vs previous 13F +3,761 shares

    1.14% of the 13F portfolio, value $34,213,943.

    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 56,927 shares
    Change vs previous 13F +1,231 shares

    1.12% of the 13F portfolio, value $33,711,459.

    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 55,696 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $32,347,599.

    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).