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Disclosery

Chicago Partners Investment Group LLC: IVW position timeline

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

Chicago Partners Investment Group LLC held 13,200 IVW 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 13,200 shares
    Change vs previous 13F -46 shares

    0.04% of the 13F portfolio, value $1,763,429.

    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 13,246 shares
    Change vs previous 13F -2,144 shares

    0.04% of the 13F portfolio, value $1,709,720.

    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 15,390 shares
    Change vs previous 13F +1,252 shares

    0.05% of the 13F portfolio, value $1,900,930.

    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 14,138 shares
    Change vs previous 13F -65 shares

    0.05% of the 13F portfolio, value $1,775,247.

    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 14,203 shares
    Change vs previous 13F -1,408 shares

    0.05% of the 13F portfolio, value $1,605,781.

    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 15,611 shares
    Change vs previous 13F +3,812 shares

    0.05% of the 13F portfolio, value $1,506,575.

    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 11,799 shares
    Change vs previous 13F -1,628 shares

    0.04% of the 13F portfolio, value $1,209,864.

    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 13,427 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,295,081.

    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).