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Disclosery

Chicago Partners Investment Group LLC: IWR position timeline

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

Chicago Partners Investment Group LLC held 67,086 IWR 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 67,086 shares
    Change vs previous 13F +1,796 shares

    0.15% of the 13F portfolio, value $7,302,332.

    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 65,290 shares
    Change vs previous 13F +804 shares

    0.15% of the 13F portfolio, value $6,781,680.

    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 64,486 shares
    Change vs previous 13F -416 shares

    0.16% of the 13F portfolio, value $6,470,488.

    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 64,902 shares
    Change vs previous 13F +3,057 shares

    0.16% of the 13F portfolio, value $6,272,771.

    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 61,845 shares
    Change vs previous 13F +6,268 shares

    0.17% of the 13F portfolio, value $5,884,594.

    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 55,577 shares
    Change vs previous 13F +27,122 shares

    0.16% of the 13F portfolio, value $4,755,126.

    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 28,455 shares
    Change vs previous 13F -35 shares

    0.08% of the 13F portfolio, value $2,531,115.

    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 28,490 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,519,944.

    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).