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Disclosery

Chicago Partners Investment Group LLC: IWB position timeline

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

Chicago Partners Investment Group LLC held 15,402 IWB 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 15,402 shares
    Change vs previous 13F +128 shares

    0.12% of the 13F portfolio, value $6,221,947.

    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 15,274 shares
    Change vs previous 13F +4 shares

    0.13% of the 13F portfolio, value $5,951,678.

    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 15,270 shares
    Change vs previous 13F +2,144 shares

    0.14% of the 13F portfolio, value $5,773,774.

    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 13,126 shares
    Change vs previous 13F +71 shares

    0.13% of the 13F portfolio, value $4,942,613.

    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 13,055 shares
    Change vs previous 13F -29 shares

    0.13% of the 13F portfolio, value $4,550,290.

    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 13,084 shares
    Change vs previous 13F +280 shares

    0.13% of the 13F portfolio, value $4,033,556.

    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 12,804 shares
    Change vs previous 13F +198 shares

    0.14% of the 13F portfolio, value $4,152,560.

    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 12,606 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,993,252.

    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).