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Disclosery

Chicago Partners Investment Group LLC: IWC position timeline

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

Chicago Partners Investment Group LLC held 99,464 IWC 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 99,464 shares
    Change vs previous 13F -146 shares

    0.38% of the 13F portfolio, value $18,753,958.

    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 99,610 shares
    Change vs previous 13F +4,238 shares

    0.4% of the 13F portfolio, value $18,035,310.

    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 95,372 shares
    Change vs previous 13F +1,746 shares

    0.41% of the 13F portfolio, value $16,430,659.

    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 93,626 shares
    Change vs previous 13F +3,636 shares

    0.39% of the 13F portfolio, value $14,747,989.

    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 89,990 shares
    Change vs previous 13F +807 shares

    0.36% of the 13F portfolio, value $12,369,977.

    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 89,183 shares
    Change vs previous 13F +5,823 shares

    0.33% of the 13F portfolio, value $9,925,129.

    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 83,360 shares
    Change vs previous 13F +2,764 shares

    0.36% of the 13F portfolio, value $10,729,241.

    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 80,596 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $10,060,014.

    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).