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Disclosery

Chicago Partners Investment Group LLC: LMBS position timeline

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

Chicago Partners Investment Group LLC held 25,416 LMBS 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 25,416 shares
    Change vs previous 13F -652 shares

    0.03% of the 13F portfolio, value $1,254,520.

    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 26,068 shares
    Change vs previous 13F -1,483 shares

    0.03% of the 13F portfolio, value $1,302,619.

    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 27,551 shares
    Change vs previous 13F -62 shares

    0.03% of the 13F portfolio, value $1,378,379.

    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 27,613 shares
    Change vs previous 13F -1,501 shares

    0.04% of the 13F portfolio, value $1,381,466.

    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 29,114 shares
    Change vs previous 13F +310 shares

    0.04% of the 13F portfolio, value $1,431,117.

    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 28,804 shares
    Change vs previous 13F -1,487 shares

    0.05% of the 13F portfolio, value $1,412,840.

    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 30,291 shares
    Change vs previous 13F -377 shares

    0.05% of the 13F portfolio, value $1,469,400.

    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 30,668 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,495,367.

    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).