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Chicago Partners Investment Group LLC: IWF position timeline

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

Chicago Partners Investment Group LLC held 47,876 IWF 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 47,876 shares
    Change vs previous 13F +37,819 shares

    0.11% of the 13F portfolio, value $5,677,616.

    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 10,057 shares
    Change vs previous 13F -117 shares

    0.11% of the 13F portfolio, value $4,815,781.

    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 10,174 shares
    Change vs previous 13F +294 shares

    0.12% of the 13F portfolio, value $4,764,106.

    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 9,880 shares
    Change vs previous 13F +3 shares

    0.13% of the 13F portfolio, value $4,836,498.

    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 9,877 shares
    Change vs previous 13F -681 shares

    0.12% of the 13F portfolio, value $4,312,054.

    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 10,558 shares
    Change vs previous 13F +624 shares

    0.13% of the 13F portfolio, value $3,932,679.

    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 9,934 shares
    Change vs previous 13F -32 shares

    0.13% of the 13F portfolio, value $4,017,199.

    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 9,966 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,773,657.

    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).