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Disclosery

Chicago Partners Investment Group LLC: JRI position timeline

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

Chicago Partners Investment Group LLC held 94,644 JRI 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 94,644 shares
    Change vs previous 13F +1,571 shares

    0.02% of the 13F portfolio, value $1,220,910.

    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 93,073 shares
    Change vs previous 13F +10,066 shares

    0.03% of the 13F portfolio, value $1,209,954.

    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 83,007 shares
    Change vs previous 13F -4,065 shares

    0.03% of the 13F portfolio, value $1,135,535.

    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 87,072 shares
    Change vs previous 13F -26,424 shares

    0.03% of the 13F portfolio, value $1,223,366.

    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 113,496 shares
    Change vs previous 13F +14,768 shares

    0.04% of the 13F portfolio, value $1,499,288.

    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 98,728 shares
    Change vs previous 13F +58,988 shares

    0.04% of the 13F portfolio, value $1,286,037.

    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 39,740 shares
    Change vs previous 13F +3,832 shares

    0.02% of the 13F portfolio, value $485,626.

    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 35,908 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $468,605.

    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).