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Chicago Partners Investment Group LLC: MUB position timeline

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

Chicago Partners Investment Group LLC held 33,743 MUB 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 33,743 shares
    Change vs previous 13F +3,737 shares

    0.07% of the 13F portfolio, value $3,551,819.

    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 30,006 shares
    Change vs previous 13F -3,959 shares

    0.07% of the 13F portfolio, value $3,219,980.

    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 33,965 shares
    Change vs previous 13F -4,144 shares

    0.09% of the 13F portfolio, value $3,654,953.

    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 38,109 shares
    Change vs previous 13F +124 shares

    0.11% of the 13F portfolio, value $4,098,637.

    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 37,985 shares
    Change vs previous 13F -1,186 shares

    0.11% of the 13F portfolio, value $3,933,012.

    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 39,171 shares
    Change vs previous 13F -837 shares

    0.14% of the 13F portfolio, value $4,094,519.

    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 40,008 shares
    Change vs previous 13F +6,392 shares

    0.14% of the 13F portfolio, value $4,244,890.

    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 33,616 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,584,801.

    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).