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Disclosery

Chicago Partners Investment Group LLC: IWS position timeline

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

Chicago Partners Investment Group LLC held 251,143 IWS 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 251,143 shares
    Change vs previous 13F -3,976 shares

    0.83% of the 13F portfolio, value $41,421,087.

    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 255,119 shares
    Change vs previous 13F -8,223 shares

    0.89% of the 13F portfolio, value $39,699,132.

    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 263,342 shares
    Change vs previous 13F -1,979 shares

    0.96% of the 13F portfolio, value $38,966,752.

    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 265,321 shares
    Change vs previous 13F -1,819 shares

    0.97% of the 13F portfolio, value $37,014,933.

    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 267,140 shares
    Change vs previous 13F -1,893 shares

    1.06% of the 13F portfolio, value $36,710,352.

    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 269,033 shares
    Change vs previous 13F +926 shares

    1.11% of the 13F portfolio, value $33,494,567.

    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 268,107 shares
    Change vs previous 13F -32,017 shares

    1.16% of the 13F portfolio, value $34,776,165.

    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 300,124 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $39,559,381.

    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).