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Disclosery

Chicago Partners Investment Group LLC: IWV position timeline

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

Chicago Partners Investment Group LLC held 10,402 IWV 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 10,402 shares
    Change vs previous 13F -6,461 shares

    0.09% of the 13F portfolio, value $4,372,751.

    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 16,863 shares
    Change vs previous 13F +1,933 shares

    0.15% of the 13F portfolio, value $6,829,306.

    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 14,930 shares
    Change vs previous 13F +639 shares

    0.14% of the 13F portfolio, value $5,863,121.

    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 14,291 shares
    Change vs previous 13F -2,742 shares

    0.15% of the 13F portfolio, value $5,572,082.

    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 17,033 shares
    Change vs previous 13F +1 shares

    0.18% of the 13F portfolio, value $6,145,033.

    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 17,032 shares
    Change vs previous 13F +377 shares

    0.18% of the 13F portfolio, value $5,431,417.

    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 16,655 shares
    Change vs previous 13F -217 shares

    0.19% of the 13F portfolio, value $5,607,351.

    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 16,872 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,551,726.

    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).