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Chicago Partners Investment Group LLC: MSFT position timeline

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

Chicago Partners Investment Group LLC held 141,534 MSFT 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 141,534 shares
    Change vs previous 13F +9,068 shares

    1.08% of the 13F portfolio, value $54,006,406.

    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 132,466 shares
    Change vs previous 13F +9,771 shares

    1.28% of the 13F portfolio, value $57,347,211.

    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 122,695 shares
    Change vs previous 13F +1,287 shares

    1.41% of the 13F portfolio, value $57,169,742.

    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 121,408 shares
    Change vs previous 13F +4,615 shares

    1.72% of the 13F portfolio, value $65,811,592.

    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 116,793 shares
    Change vs previous 13F +4,545 shares

    1.7% of the 13F portfolio, value $59,082,120.

    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 112,248 shares
    Change vs previous 13F +7,149 shares

    1.62% of the 13F portfolio, value $48,642,652.

    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 105,099 shares
    Change vs previous 13F +13,081 shares

    1.48% of the 13F portfolio, value $44,620,784.

    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 92,018 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $39,070,838.

    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).